Seven Steps to a Successful Business Plan Appendix

The Full Business Planning Model A business plan is simple on the one hand yet sophisticated on the other. You must be able to present that simplicity and com- plexity simultaneously. Your picture must encompass both the short- and long-term views. It must be strategic yet contain details of the daily requirements. The concept must include verification of where you are today as well as documentation of where you intend to take the business. It must serve as a reference tool for your employees and management as they conduct business. 357 APPENDIX A This Page Intentionally Left Blank Appendix A The Full Business Planning Model 359 This Page Intentionally Left Blank The 1-Page Strategic Plan Y ou can easily build a complete 1-Page Strategic Plan as a result of this activity. Modify this form as necessary. Use the front and back if you need more space, but keep it to one page. Do not get dis- tracted by the order or sequencing of the blocks on this page. Arrange the elements any way they will fit. 361 APPENDIX B This Page Intentionally Left Blank Appendix B The 1-Page Strategic Plan 363 This Page Intentionally Left Blank The 1-Page Operational Plan Y ou can easily build a complete 1-Page Operational Plan as a result of this activity. Modify this example as necessary. Use the front and back if you need more space, but keep it to one page. 365 APPENDIX C This Page Intentionally Left Blank [...].. .Appendix C The 1-Page Operational Plan 367 This Page Intentionally Left Blank APPENDIX D The 1-Page Organizational Plan Y ou can easily build a complete 1-Page Organizational Plan as a result of this activity Modify this example as necessary Use the front and back if you need more space, but keep it to one page 369 This Page Intentionally Left Blank Appendix D The 1-Page Organizational Plan 371... assigned to you? STRATEGIES As important as your goals is how you plan to move forward Strategies bridge the present to the future attainment of your goals 1 What are your strategies? 2 Please list and describe each strategy 386 Appendix G Preconference Assignment TACTICS A tactic is any short-term action to achieve a specific goal (i.e., “how” you plan to execute your mission) 1 What are your tactics?... Page Intentionally Left Blank APPENDIX E The 1-Page Resources Plan Y ou can easily build a complete 1-Page Resources Plan as a result of this activity Modify this form as necessary Use the front and back if you need more space, but keep it to one page 373 This Page Intentionally Left Blank Appendix E The 1-Page Resources Plan 375 This Page Intentionally Left Blank APPENDIX F The 1-Page Contingency Plan. .. need? 3 Are you using your intellectual capital to its full advantage? 4 What relationships need to be developed? 5 What impact does time have on your plan? 6 What type and kind of facilities do you need? 7 What information and information systems do you need? CONTINGENCY: “WHAT IF” SITUATIONS 1 What is the worst situation that can happen in your business? 2 What alternative plans have you made for adverse... involved with each process? ANNUAL TARGETS These are the specific performance measures you will work toward meeting 1 What do you wish to achieve next year? 2 Are these targets realistic and attainable? Appendix G Preconference Assignment 387 3 What are your key success factors or key performance indicators? MILESTONES Milestones are progress markers Ask yourself: 1 What milestones will ensure that work is... mission statement? Attempt a draft now Be prepared to conduct a detailed mission analysis at the planning conference Related to the mission are a specified task and implied tasks ■ Specified Task This identifies the single thing you must do to make money and stay viable To identify a specified task, ask: 1 What business are you in? 2 Does everyone agree to this single element? ■ Implied Tasks These... What has been done to date to complete the actions to correct issues? Appendix G Preconference Assignment ❑ 389 Business Development 1 Where are you on the growth line? Is your organization entrepreneurial, professionally managed, or bureaucratic? 2 Are you “stuck” or flat in growth? 3 How do you plan to get unstuck? ❑ Other Data 1 What other information is available that would be useful in the planning... identification 2 Who are your customers? 3 How profitable is each market segment or account? 4 Where do your customers come from? 5 How do you know where they come from? ❑ Management Team 1 What are your strengths and weaknesses as a business team today? 2 Historically, where have you succeeded and where have you failed? 3 What is your management’s track record so far? 4 Do you believe this management team... business 2 Is there a gap between what you say and what you do? 3 How do you propose to close the gap? STRATEGIC GOALS Use bold statements to describe what you expect to accomplish Appendix G Preconference Assignment 385 1 What are the four or five bold goals you need to accomplish? 2 What will prevent you from accomplishing these goals? OBJECTIVES Intermediate steps are necessary to accomplish each... Contingency Plan Y ou can easily build a complete 1-Page Contingency Plan as a result of this activity Modify this form as necessary Use the front and back if you need more space, but keep it to one page 377 This Page Intentionally Left Blank Appendix F The 1-Page Contingency Plan 379 This Page Intentionally Left Blank APPENDIX G Preconference Assignment P lease answer the following questions to the best . 1-Page Operational Plan 367 This Page Intentionally Left Blank The 1-Page Organizational Plan Y ou can easily build a complete 1-Page Organizational Plan. Intentionally Left Blank The 1-Page Operational Plan Y ou can easily build a complete 1-Page Operational Plan as a result of this activity. Modify this example