Business Planning Form

  This is the Business Planning Document for

Company

The following business plan summarizes the key components of:

  • Vision – Who do you want to be?
  • Mission - What you are actually doing?
  • Values – What is important to this company and how it works?
  • SWOT Analysis – What are the key Strengths, Weaknesses, Opportunities & Threats?
  • Business Objectives – What will the business be accomplished in 1 to 5 years?
  • Key Strategies - How is this going to happen?
  • Overarching Long-term Goals & Targets – What SMART goals need to be accomplished to make this happen?
  • Short-Term Strategies and Programs – What short-term indicatives will you implement? Specify who, what, when, how and where, the goals will be monitored, modified and accomplished.

STEP 1: Vision – "Vision is the art of seeing things invisible."

When we looked at "who do we want to be?" We defined our business/organization and determined what we would look like when in operation. This includes our focus, our compelling reason and our structure for basic existence. (Explains to us why we exist and where we are headed.)

The vision we hold is that in 3-5 years our company will: (write in present tense)

STEP 2: Mission

"Leaders keep their eyes on the horizon, not just the bottom line." Warren G. Bennis

We looked at our core competency, "What we are actually doing?" We specified what we do, for whom and our uniqueness (our target customers/markets and their primary needs that we will satisfy). This includes our objective, customers, products or services, niche, area of operation, business philosophy and basic operative mechanisms. (Explains to others how and what we are doing.)

Our Mission and central purpose/role is defined as:

 

STEP 3: Core Values

We looked at the values/priorities at the heart of our company/organization's culture and how we would like to operate; we assessed how we truly act, the methods we use, what we represent, the standards in which we operate, and determined the preferred and actual behaviors of how we function.

The Values that convey our guiding philosophy which govern this company/organization include:

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2.

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5.

6.

STEP 4: SWOT Analysis

Take a step back and looking at our business'/organization's areas of strength and vitality verses areas of weakness and limitation, as well as areas of threats and potential roadblocks, and the areas of opportunity and possibility. The following summary was compiled.

Our assessment of this business organization revealed the following key attributes:

STRENGTHS

WEAKNESSES

OPPERTUNITIES

THREATS

STEP 5: Business Objectives

After considering areas of the business: marketing, finance/cash flow, and sales/communication, we projected where we wanted to be as a business/operations in 1 year and 3-5 years. Specific objectives for one year and summary targets for 3-5 years were determined.

The big picture business objectives are detailed as:

One Year Specific Objectives

3-5 Year General Objectives

Business/Marketing

Business/Marketing

1.

1.

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5.

Finance/Cash Flow

Finance/Cash Flow

6.

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10.

Sales/Communication

Sales/Communication

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11.

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14

14

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15.

STEP 6: Key Strategies

Keeping in mind our business objectives, we considered the means, resources and needed requirements imperative to accomplishing our objectives. After identifying the critical target points the following strategies were proposed for implementation to ensure objective success.

The following key strategies will be pursued:

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STEP 7: Overarching Goals/Targets

Considering the business objectives and strategies, the following articulate our overarching long-term SMART (specific, measurable, achievable, yet realistic, and timed) goals for the business/organization. Everyone will be aware of these and do their independent part to be in synergy and work toward accomplishing these goals.

The following key targets will be achieved in the next 3-5 years:

1.

2.

3.

4.

STEP 8: Strategic Action Programs

As we keep the long-term goals in mind, we have determined short-term initiatives and action programs that are strategic to our success. These programs will serve to connect the dots between where we are now and where we are headed. When they are all completed they will compose the big picture of our business/organization. The programs will be a vehicle to keep us moving forward in a focused direction as well as serve as a check point to measure the progress on long-term goal movement.

The following programs will be implemented to continually work strategically toward our goals:

What

Who/Where

By When

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2.

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10.

OUR COMMITMENT TO THIS PLAN:

We commit to keeping our planning in action. By regular visits to this document, we will assess and refine elements as needed to take us to our big picture goals. In order to keep a strong focus on our plan, we commit to:

  • spend one week to plan the year (develop your strategic plan),
  • one day to plan the month (refine your strategic plan & develop actions),
  • one hour to plan the week,
  • ten minutes to plan the day.

"Wherever you see a successful business, someone once made a courageous decision." Peter F.Drucker

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