Survive & Thrive:Developing a post-COVID business plan

27th May, 2020

PART OF THE BUSINESS POSITIVE INTERACTIVE LEARNING SERIES

Survive & Thrive: Developing a post-COVID Business Plan

ABOUT BUSINESS POSITIVE | BRENDAN RYAN

Our vision is to create wealthier, healthier and happier lives for Australian business owners, their families and their employees.

We do this by helping you define and then achieve your goals: improvement, growth, transition or exit. We also work hard to make sure you enjoy the journey.

Brendan is MD and owner of Business Positive. linkedin.com/in/brendan-ryan-/Brendan.ryan@businesspositive.com.au0413 777 952

Survive & Thrive: Developing a post-COVID Business Plan

> A planning template for your size and complexity of business

- How To- To Do

> A clear twelve-step process for business planning

> Detailed guidance to help you create your personalised plan

> Advice on how to then use this plan to improve, grow and succeed

WHAT YOU’LL GET FROM TODAY

Survive & Thrive: Developing a post-COVID Business Plan

THE TWELVE STEP PLAN

1. Personal Position

2. The Business

3. Market

4. Process

5. Sales

6. Marketing

7. Operations

8. HR

9. Finance and Figures

10. Devising your strategy

11. Implementation

12. Monitor, React, Improve

Survive & Thrive: Developing a post-COVID Business Plan

1. PERSONAL POSITION & GOALSPLANNING TEMPLATE PAGE 5

Survive & Thrive: Developing a post-COVID Business Plan

2. THE BUSINESS MODELPLANNING TEMPLATE PAGE 6

> Define what you do/offer?

> Culture

> SWOT

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

> Define your customer/market

> Customers

> Competitors

> UVP

> PESTEL

> Is your Product, as defined in Part 2, still relevant?

> Actions

3. THE MARKETPLANNING TEMPLATE PAGE 8

Survive & Thrive: Developing a post-COVID Business Plan

4. YOUR PROCESSPLANNING TEMPLATE PAGE 11

> What you currently or used to do?- Process Mapping- Levels

> Issues/bottlenecks?- Measuring

> Capacity

> Improve/Change your process post COVID?- Process Re-engineering

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

5. SALESPLANNING TEMPLATE PAGE 13

> Sales Process – Current

> Sales Process – Desired

> Sales Funnel

> Funnel Management

> Success Formulae

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

> Current Marketing

> The New Market (Section 3)

> Messaging content: 4P’s/7P’s

> Your Message/Pitch

> Communication Plan

> Actions

6. MARKETINGPLANNING TEMPLATE PAGE 15

Survive & Thrive: Developing a post-COVID Business Plan

7. OPERATIONAL REQUIREMENTSPLANNING TEMPLATE PAGE 18

> Process (Current vs Desired) - Mapping

> Systems

> Premises & P&E

> Internal Processes

> Risk Management

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

8. HR PLANNING TEMPLATE PAGE 21

> Yourself (capacity and capability)

> Family

> Staff

> Outsourcing

> Documentation/Incentives

> Leadership

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

> Profit & Loss (P&L)

> Balance Sheet

> Forecasting P&L

> Forecasting Cash

> Funding/Grants/Support

> Actions

9. FINANCE & FIGURESPLANNING TEMPLATE PAGE 23

Survive & Thrive: Developing a post-COVID Business Plan

10. DEVISING YOUR STRATEGYPLANNING TEMPLATE PAGE 32

> Recording your Actions

> Define your Model/Theme/Strategy

> VVM

> SMART Goals

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

11. IMPLEMENTATION

> Document your Action Plan

> Quantify Actions

> Prioritise and sort

> Map

> Actions

Survive & Thrive: Developing a post-COVID Business Plan

> Operate your own board meeting

> Monitor your performance/progress

> Review actions in business plan

> Identify issues/changes and any new actions

> Repeat the whole process

> Actions

12. MONITOR, ADJUST, IMPROVE

Survive & Thrive: Developing a post-COVID Business Plan

NEXT STEPS

> Find the time and the space to work on this

> Review the working plan

> Translate each step into the blank plan

> Build your process maps, budget etc.

> Take your time

> Seek help when stuck

CONTACT US1300 953 359

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