Business Planning
Build a Winning Plan with Expert Guidance
Clear Direction. Smarter Decisions. A Business That’s Built to Thrive.
Want to Transform Your Business? Join Our Next 2-Day Deep-Dive Workshop.
June 8-9, 2026 - Seats Limited
Do You Wish Your Business Felt More Organised, Clear and in Control?
Like You Knew Exactly Which Step to Take Next?
You’re doing the work, but things still feel all over the place.
No clear direction. No alignment. And too much guesswork.
That’s where Business Planning changes everything.
We help you:
Align your goals, strategy and operations
Get clear on your numbers and forecast growth
Secure funding or investment with confidence
Avoid distractions and costly mistakes
Define your market and plan for risks
Present professionally to boards or stakeholders
This Isn’t About a Fancy Document.
It’s About Making Your Business Make Sense,
So You Can Grow It on Purpose.
What Happens When You Don’t Have a Business Plan?
•You’re stuck making decisions on the fly - reacting, not leading
•The team’s busy, but not aligned or moving in the same direction
•Profit is patchy, cash flow unpredictable, and growth feels messy
•You miss out on grants or funding because there’s no clear case for investment
•Boards and stakeholders lack confidence because the numbers don’t stack up
•You’re repeating mistakes because nothing is structured or mapped out
When There’s No Plan, You’re Just Drifting Off Course, Out of Control, and Getting Further From Where You Want to Be.
What Actually Is a Business Plan?
A business plan is more than a document, it’s a tool that helps you lead, make decisions, and keep the business moving in the right direction.
At its core, a business plan lays out:
Vision and Objectives: what success looks like for you
Strategy: how you’ll achieve those objectives, including your competitive positioning
Market Analysis: who your ideal clients are, what the market looks like, and how you’ll stand out
Operational Structure: how the business runs day-to-day, including team structure and responsibilities
Financials: sales targets, pricing, revenue forecasts, budgeting, and cash flow
Risk Management - where the risks are and how you’ll mitigate them
When you have a proper business plan:
Growth with Purpose: no more guessing, just clear goals and the strategy to reach them
Financial Clarity: know your numbers, price confidently, and forecast cash flow
Aligned Teams: everyone knows the priorities and where the business is headed
Stronger Decisions: choose opportunities based on strategy, not just what’s urgent
Credibility for Funding: present confidently to banks, investors, and boards
Reduced Risk: identify challenges early and have a plan to navigate them
Upcoming Workshop Details
June 8-9, 2026 : Limited Seats Available
Kailis Bros in Leederville WA, 9am to 5pm both days
$3,995 + GST for 1 or 2 seats
The Who, What, When, Where & Why Of Business Planning
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This workshop is ideal for:
• Startup founders looking for a clear business roadmap
• Small business owners wanting to scale with structure
• Established businesses refining their strategy for growth
• Non-profits and charities developing a sustainable plan
• Business owners needing a solid plan to secure fundingRegardless of where you are in your business journey, this workshop provides clarity, structure, and a clear action plan.
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Day 1 – Foundations & Strategy
• Defining your mission, vision, and value proposition
• Market research and competitor analysis
• Positioning, unique selling points, and team structure
• Introduction to financial modelling and business structureDay 2 – Financials, Funding & Growth
• Revenue streams and pricing strategies
• Budgeting, cashflow forecasting, and funding options
• Grant writing strategy and investor expectations
• Risk management, marketing execution, and scalingImplementation Support to Keep You on Track
• One-on-one review session with Suzzanne
• Strategic adjustments and next-step planning
• Templates and resources to support implementation
• Optional ongoing coaching to maintain momentum -
The right time? Now.
You need a business plan when:
•You’re applying for funding, grants, or investment
•Profit is too tight to grow safely
•You’re hiring but don’t have clear team roles
•You’re expanding into new markets
•The bank asks for financial projections
•You’re launching new products or services
•The board wants a strategic plan
•You’re preparing to sell or exit the businessOr maybe you just want some clarity and a guide on what to focus on next - that’s reason enough to get a business plan sorted.
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Anyone can download a template, but that won’t get you a plan that actually works.
Working with an expert means you’ll get:
•A plan tailored to your business, not a one-size-fits-all framework
•Strategic insights you won’t get on your own-from market gaps to missed opportunities
•Clear, credible financials that stand up to banks, boards, and investors
•Guidance to avoid common mistakes that cost time, money, and momentum
•A professional, polished plan that shows you’re serious and that you’ve done the thinkingThis is more than filling in the blanks.
It’s about building a plan that puts you in control, and gets results.
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•Exclusive Small Group Setting – Limited to a handful of businesses, allowing for personalized attention.
•Step-by-Step Guidance – The business planning process is broken down into clear, actionable steps.
•Hands-On and Interactive – Apply what you learn immediately with real-world exercises and expert feedback.
•Expert Insights from Suzanne – Direct coaching and strategic input to refine your business plan.
•Investor and Lender Ready – Leave with a structured plan that meets funding requirements.
•Networking Opportunities – Build relationships with like-minded business owners and potential collaborators.
What Our Clients Have To Say…
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"Excellent business planning process - Suzzanne made the daunting task of thinking ahead both simple and exciting! I highly recommend it!."
Fiona, Wise Legacy
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"I found it extremely valuable, walked out with a clear plan to achieve my business goals and a new found understanding of business financials. I would highly recommend Suzzane Laidlaw's program and I only wish I had done so earlier."
Carmen, SHEQ Management
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"If we could give it more than 5 stars we would!! It was so valuable to have a clear overview of our business, our bigger vision and a clear action steps for our future success. If you’re a business owner and you don’t have a business plan, then you call Suzzanne!"
Matt, Wild Chiropractic
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"Working with Suzzanne has been a game changer for our business, helping us craft a comprehensive and actionable business plan, that not only clarified our vision but also laid out a clear path to achieve our goals. "
Josh, Arena Real Estate
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"My business is going from strength to strength everyday since completing her 2 day workshop. With Suzzanne it literally feels like you are declaring your dreams then systematically making them happen by an easy to follow step by step process. 5 stars all the way."
John, Morfit Personal Training
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"Suzzanne seems to know how to identify the key aspects of a business that will give it the most improvement and she is very determined to push a business owner to make these improvements."
Neil, Accolade Accounting
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"Suzzanne has a wealth of knowledge, super supportive, motivated and above all a wonderful human being. I could not speak any higher of my experience with Suzzanne and would highly recommend her to anyone looking for support in their business."
Anthony, Olive Farm Wines
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"Suzzanne's passion for helping people get the most out of themselves is unrivaled - and her motivation, enthusiasm, and eternally optimistic attitude really rubs off on myself and her clients. She's guided us through business growth despite economic uncertainty, and makes you see the forest for the trees."
Steve, Activ IT
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"Sue is very open and honest. She tells you exactly what she sees going on in your business. Often, you're too close to things to notice — but she brings that powerful outsider perspective. The power of planning is hugely beneficial; it gives you insight into the future that you didn’t have before."
Dave, WAComm
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"Have been working with Suzzanne for 5 years now, through this time we have made massive changes to our business, not only have we doubled our revenue. I now have a full time sales team, electronic systems for all our processes and a business that can run without me. I would happily recommend her to anyone wanting to grow or optimise their business".
Anthony, The Fabric Printer
Why We Think You Need This
Why They Think You Need This
FAQ about Business Planning
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A business plan is essential for growth because it provides a strategic roadmap, aligns your team, and supports long-term decision-making. It helps you prioritize resources, identify new revenue opportunities, and communicate your expansion strategy to stakeholders.
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Established businesses should review and update their business plan at least annually. You may need to update it sooner if you're entering new markets, launching new products, or facing major economic changes. A current plan helps keep your goals aligned with market trends and business performance.
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Yes. Investors and lenders require a detailed business plan when evaluating funding requests for growth or expansion. It demonstrates that your business is prepared, financially sound, and has a clear plan for using capital effectively.
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For operational businesses, the most relevant sections include the executive summary, market positioning, SWOT analysis, operations strategy, financial forecasts, and a growth plan. These sections show how you manage day-to-day performance while preparing for future growth.
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Common mistakes include outdated financial data, generic market research, unclear scaling strategies, and vague goals. These oversights can damage your credibility with investors, partners, or lenders.
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A well-structured business plan acts as a strategic guide. It helps you evaluate new opportunities, measure progress with key performance indicators, manage risks, and align operations with long-term objectives across all departments.
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Yes. Whether you're applying for a bank loan, venture capital, or a line of credit, most funders require a current business plan. It helps them assess your growth potential, repayment ability, and level of risk.
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Business plans clarify priorities, define roles, and set measurable goals. When shared with your team, they improve communication, align departments around common objectives, and create accountability across your organization.
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A professional offers a fresh perspective, expert market insights, and advanced financial modeling skills. They can identify weaknesses, enhance your positioning, and help you create a plan that is realistic, compelling, and aligned with your business goals.