Sunday, February 15, 2015

Business Planning in 15 steps


  1. Performance analysis (SWOT analysis)
    • gap analysis - both positive and negative
    • Strengths =  positive:   Weaknesses = Negative
    • Performance problems and opportunities
  2. Market Positioning
    • competitive advantage
    • Competitors
    • Market Opportunity
  3. Target Market Profile
    • Market Positioning
  4. Marketing Strategy
    • 4Ps
  5. Business strategy
    • Michael Porters
    • MLM
    • On line business
  6. BSC mapping
    • Goals, Key Result Areas, Key Performance Indicators, Programs
  7. Functional Strategies -  HR and operations, Finance
  8. Profit Business Model - the right sizing
    • Costs, volume profit and price analysis
  9. Minimum but Adequate Working capital
    • Current Assets minus Current Liabilities
    • Trading Strategies
  10. Minimum but adequate capacity in Fixed Capital
    • Rent or lease
    • purchase on loans
    • IRR or NPV
  11. Cash flows
    • Inflows, outflows, borrowings and repayment
  12. Financed by equity and loans
    • equity controls and after tax dividends
    • Loan gearing and tax deductibles
    • Balancing between equity and loans
  13. ROE charts
    • Corporate goals check
    • acceptable return otherwise go back to 8
  14. Forecast Financial Statements  (the planned results)
    • Income Statement, Balance Sheet
  15. Key Result Ratio Checks
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