Business Planning

Success all starts with a plan!

Business Planning

My next 2-day Business Planning Workshop is scheduled for 15-16 November, 2021

Day 1 – Monday 15 November, 9am to 5pm  
Day 2 – Tuesday 16 November, 9am to 5pm

*Our workshops require a minimum number of businesses registered to proceed.

To register your interest or be placed on our waitlist, please contact us to book a complimentary strategy session. Dates for our next workshop will be released shortly.

To see a Sample Business Plan, click here.

"Would You Build A House Without A Plan?"

Obviously not, and it shouldn’t be any different for a business. Every business owner should have a clear roadmap for their organisation to succeed – by working smarter, not harder!

In my business planning workshop, we will guide you step-by-step to build your own detailed business plan from the ground up, including strategies for improvement, financial projections and assessing all the key areas expected in a professional business plan. You’ll walk away with a clear roadmap and a business plan ready the bank or investors, and to actioned by you and your team.

Our group live workshops are held in a small boardroom setting in central Perth, WA. Over two full days, you will have the opportunity to fully immerse yourself in an environment outside your normal work environment, with professional coach support and input from other like-minded business owners, to recalibrate your business model, brainstorm new goals and strategies, and align your financial projections in line with your desired outcomes.

At the end of our business planning process, you will walk away with a comprehensive 50+ page professionally printed and bound business plan to take to the bank, investors, suppliers, shareholders or key team members.

Why do I need a plan?

Pro-active business owners and entrepreneurs know the importance of having a current Business Plan, regularly and proactively working on your business, updating their goals and creating new strategies to increase their chances of success.

With coach support; you can design, map and recalibrate your business model, brainstorm goals and strategies, uncover ideas and align your financial projections with your desired outcomes. Upon completion; you will have all the jigsaw pieces of your business in one place, a tool for decision making and a plan to provide to investors, suppliers or shareholders.

Clarify Your Direction

Define your vision & mission, and align them with your outcomes, goals, strategies and financial plan.

Assess Your Business

Develop your management, operational, marketing and financial outcomes and assess your key team roles.

5-Year Financial Plan

Build your products & services & create clear financial projections to see how you’ll reach success.

Online Platform

You will have your own login to create your business plan and financial plan, so you can review and update regularly.

Strategies for Improvement

Brainstorm and identify key areas of opportunity in your business strategies to develop a roadmap for success.

Professional Plan

Your plan will be reviewed by a business planning specialist, before printing & delivering to you via a 1:1 strategy session.

The top 7 Benefits of an up-to-date business plan are:

  • Having a clear direction for your business (vision and mission)
  • Setting benchmarks to track your performance
  • Conducting a current industry analysis
  • Reviewing your major competitors and developing strategies to come out on top
  • Explore how to capitalise on your company’s strengths and mitigate weaknesses
  • Develop a roadmap and schedule for achieving your goals and core business outcomes
  • Create clear financial projections for the next five years so you can see exactly how you’ll reach success

Get everything out of your head and onto paper

Under guidance of your business coach, you can put all the jigsaw pieces of your business together to build a comprehensive business plan, including:

  • Executive Summary
  • Business Overview
  • SWOT
  • Industry, Competitor & Customer Analysis
  • Marketing Plan
  • Sales Plan
  • Operations Plan
  • 5 Year Financial Plan
  • Historical Financial Reports
  • Strategies for Improvement

Your Investment

2-Day Group Workshop  

Your investment for one participant at our 2-day group workshop is $2,995 + GST.

We understand if you have a key decision maker in your business, it is important to attend the workshop together. The investment for an additional seat at our workshop is $500 + GST.

Private Facilitation and Workshops

We also offer one to one facilitation, private group bookings and corporate events. Your investment will depend on the full scope of works, how much information you already have and what involvement you require from us.

To discuss your specific requirements, please contact us.

Online Business Plan Builder

If you are not located in Perth, Western Australia, or you are unable to attend our live event, you can or check out our online course which guides you through the process via online modules, coach videos and theory to support you to create your plan.

The investment for our online DIY course is $995.

Testimonials

“I tried writing a business plan myself but realised I didn’t know what I was doing; Suzzanne provided a wealth of knowledge and was so worth the money.”

"The number 1 benefit is getting everything out of your head and onto paper, and having a clear understanding of where your business is going."

"Having a plan means that you have something that can be used for your business... a way of knowing where you're going to and what your goals are."