Fillable BUSINESS PLAN TEMPLATE (Australian National University)

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BUSINESS PLAN TEMPLATE (Australian National University)

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Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522.
url.com
BUSINESS PLAN
TEMPLATE
Work your way through the plan section by section, lling
in the empty boxes. Don’t feel you need to do it all in one
go. It’s much better to take your time and get it right.
Square brackets like these [……] also show places where
you need to write something, so ideally there shouldn’t be
any left by the time you’re nished.
This template is just a helpful guide – some of the sections
may not apply to your type of business so add or remove
sections to suit you. Likewise, with all of the tables delete or
add as many rows as you like. This is your plan so go ahead
and tweak it until it ts you and your business perfectly.
We’ve designed this template to be as stress-free as
possible to tinker with, even if you haven’t used Microsoft
Word much before. So, for instance, if you delete a section,
the numbering of all the remaining sections will update on
its own. Also the boxes you ll in will automatically expand
as you’re typing if you need the extra space, without
messing up the rest of the table.
If you’d like to add a section and make it look the same as
everything else – highlight a line that has the formatting
you’d like to copy, click on the paintbrush on the top left
of the home page and then click on your new text. Hey
presto – it’ll have the right numbers and everything.
Once you’re done with this introductory page, feel free
to delete it. The same goes for the guidance notes and
prompts we’ve included in italics throughout the template.
You can keep them, delete them or save them in another
document for referring to another time – it’s entirely up
to you.|
Happy planning and good luck with your business!
Remember this is just a guide to help you plan and we
recommend that you share it with your business advisors
or accountant, especially if you are planning to use it to
apply for business lending.
If you’d like to discuss your business banking needs, speak
to your ANZ Small Business Specialist. They’ll be more than
happy to help.
BUSINESS PLAN
Year:
Prepared by:
Date:
Version:
Business Name:
3
1. BUSINESS OVERVIEW
1.1 INTRODUCTORY INFORMATION
1.1.1 FOUNDATION DETAILS
1.1.2 CONTACT DETAILS
Contact name
Phone
Mobile
Email
Address
Website
1.1.3 SOCIAL MEDIA DETAILS
AddressSocial media site
Sole Trader/Partnership/CompanyStructure
Established
Date registered
Registration number
4
1.2 BUSINESS SUMMARY
Summarise the history of your business and how the idea developed. What are your business’s core values and what are you broadly looking
to achieve? Outline your previous experience in this sector and in management.
1.3 BUSINESS GOALS AND OBJECTIVES
What business goals and objectives have you set for the coming year? What are your longer-term goals? Are they SMART
– specic, measureable, attainable, realistic and time-bound?
Short-term goals: Year 1 Actions required Deadline Responsibility
Long-term goals: Years 1-3 Actions required Deadline Responsibility
1.4 CURRENT BUSINESS POSITION
Which stage of the business life-cycle are your business and industry sector currently in – emerging, growing, maturing or declining?
Are you expanding, consolidating or preparing to sell?
5
Include the number of employees, the management team and founders. If there are multiple business entities describe how they integrate
together. You could also include a chart if this would help.
2. STRUCTURES AND RESOURCES
2.1 ORGANISATIONAL STRUCTURE
Key sta and advisors Role
Who are the people in your business that you can’t survive without? What skills, attributes, qualications and knowledge do they have
to help you with your industry, product or service?
2.2 KEY STAFF, ADVISORS AND MENTORS
Skills, attributes, experience
6
3. BUSINESS OPERATIONS
3.1 PRODUCTS AND SERVICES
Contact name Details
Products/services
Give an overview of exactly what you’ll be selling.
Distribution
Do you sell direct, or through a wholesaler? Do you sell by
retail store, phone or website? Do you use salespeople,
agents or distributors?
Pricing
How do you price your products and services? What is your
prot margin and how have you set it? Are your customers
price-sensitive?
Future growth
How do you plan to increase your business’s capabilities and
capacity? Why are you condent this growth will be sustainable?
Payment
What are your payment terms? How do customers pay you?
What strategies, processes, systems and people do you have
in place to facilitate this? What does it cost you?
Production
How will you produce these products or services?
7
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 signicant amount of your sales?
Why critical How risk of loss is managedCustomer/Supplier Terms oered
3.3 BUSINESS ASSETS
What premises does your business own or lease? Do you anticipate having to move or expand at some stage?
Why, when and how will you do this?
Purchase or lease date Lease/nance rates, conditions, optionsPremises Price
3.3.1 PREMISES
List your key plant and business equipment including computers, software, vehicles and machinery.
Purchase or
lease date
Lease/nance rates,
conditions, options
Assets Price
3.3.2 ASSETS AND EQUIPMENT
Current
usage level
Expected
replacement date
8
3.3.3 STOCK AND INVENTORY
What is your production capacity and how much 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
Intellectual property
to be protected
Type of
protection
Protection
end date
Conditions that apply
Geography
covered
3.4 ORGANISATIONAL RESOURCES
Do your employees have the right skills to help you? How do you plan to develop and retain them?
3.4.1 PEOPLE
Key sta and advisors Role Skills, attributes, experience
9
3.4.2 FINANCIAL RESOURCES
Do you have nancial resources to meet your objectives or take advantage of opportunities? What facilities do you have in place for this?
Facility Provider Approved limits Current usage Conditions
3.4.3 E-COMMERCE AND TECHNOLOGY
How do you plan to use e-commerce and technology to help your business? How will you use it to lower costs, speed up your business,
access new markets or increase sales? Will you sell products/services online?
3.4.4 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?
How long do you store data for and is it secure?
10
3.5 RISK MANAGEMENT
What risks does your business face – for example, reduced demand, loss of major supplier/customer contract, interest rate changes, property
damage, public liability, etc.
3.5.1 RISK ASSESSMENT
Risk Impact if it occurs – high, medium or low How it’s managed
3.5.2 SUCCESSION PLANNING
If something happened to you or you didn’t want to run your business anymore, what would happen to it? Who would take over
or buy it? How would you manage this process and how would you ensure your business continued to operate? Have you formally
documented your plans?
11
3.5.3 REGULATORY AND LEGAL CONSIDERATIONS
The Government (both Federal and State) and local councils will all have laws and regulations that you’ll have to comply with. List all the
regulatory requirements for your industry and the steps you’ve taken to comply with them.
3.5.4 INSURANCE
All businesses require insurance to mitigate risk to your business. It’s important to get expert advice about the specic needs of your business.
Some insurance policies, such as workers compensation, are required by law but you should ensure you’re covered against any signicant risk.
DetailsInsurance type
12
4 MARKET ANALYSIS AND STRATEGY
4.1 MARKET RESEARCH
Describe the current state of the market you are in/entering. How did you come to this nding? What research have you done for this and the
methods you used. Explain your ndings in terms of market size and outlook.
4.2 OPPORTUNITIES IN THE MARKET
What is the market opportunity you’ve identied and is anyone else likely to exploit this gap?
13
4.3 TARGET MARKET AND PROPOSITION
Value proposition
What do you stand for in the market? What are you oering?
Do you have a unique selling point?
Who is your target market?
Include demographics such as age, gender, geography
and needs/wants.
What is the size and value of your target market?
How did you arrive at these gures?
What factors aect your target market’s spending habits?
Is your sector seasonal or price-sensitive?
What is your competitive advantage?
What are the reasons a customer would choose you over
the competition?
Provide details about your product or service and how it will appeal to customers.
14
4.5 COMPETITORS
It’s important to regularly review where competitors are positioned in the market and analyse what they’re doing relative to your business.
Complete this table for key competitors in your industry.
Categories
[Business Name #1]
[Business Name #2]
[Business Name #3]
Products/services
Price
Market share
In business since
Business structure
Target customers
Position in the market
Point of dierentiation
Strengths
Weaknesses
15
4.6 SWOT ANALYSIS
Strengths within your business that provide advantage
over competitors:
Opportunities outside your business that you could
leverage to your advantage:
Identify your business’s internal Strengths, Weaknesses, and external Opportunities and Threats (SWOT).
Weaknesses within your business that place you at a
disadvantage compared to others:
Threats in the external environment that could cause
trouble for the business:
4.7 STRATEGIC DIRECTION
Use your SWOT analysis above to explain your choice of strategic direction. How do you plan to maximise your strengths and
opportunities, and minimise your weaknesses and threats? Include denite action points that show you’ve turned your analysis
into a practical plan of action.
4.8 MARKETING, ADVERTISING AND PROMOTION
Once you’ve completed your target market and competitor reviews sometimes it can provide clarity about how you’ll promote your own business. Ask yourself, how are customers going to buy from you and nd
out about your product or service? Use this table to map out any recent or planned marketing activities.
Marketing
method
Objectives
Key message
When
Advertising
Letters, yers,
brochures
Calling, visitation
programmes
Sponsorship, events
Trade shows
Media coverage (PR)
Loyalty programmes
Website
Internet
[Other]
Where
Cost Return
16
5 FINANCIAL ANALYSIS
List all of the funding your business has received with details of amounts received and any debts still outstanding.
5.1 FUNDING SOURCES
How has your business performed against key nancial measures such as sales, revenue, cash ow and prot growth recently?
5.2 CURRENT FINANCIAL POSITION AND PAST PERFORMANCE
What are your projected results over the next 1, 2, 3 and 5 years? Remember to dene any assumptions you make.
5.3 FINANCIAL FORECAST
This document is intended to provide general information only and should not be relied upon in substitution for professional legal or nancial advice. Whilst due care 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 document is subject to the accuracy of the information
you provided. ANZ will not store the information provided in the document. To the extent permitted by law, no member of the ANZ group of companies shall be liable to any person for any error or
omission contained in the document or for any loss or damage suered by any person relying on the information contained in the document
Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522.
anz.com
Include a copy of these nancial documents:
• Start-up cost breakdown
• Break-even analysis
• Cash ow forecast
• Prot and loss forecast
• Balance sheet forecast
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Completed 27 July 2021

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