The Complete Business Planning System


Business Plan Checklist

  • Over 290 questions to guide you through the process of developing a comprehensive business plan.
  • Step-by-step guide.
  • Eleven sections covering all aspects of business.
  • Ideal for manufacturing, retail or on-line virtual businesses.
  • Sections dedicated to starting a new business, expanding an existing business or buying a business.
  • Guide to preparing financial forecasts and financial statements.
  • Section on how to analyse the financial health of an existing business.
  • Can be used to develop a financing proposal, operations guide or policy guide.
  • Guidelines on how to plan and implement your business venture project.

Business Plan Template

  • Fully customisable business plan template.
  • Fully aligned with the business plan checklist.
  • Full instructions on how to use the template.
  • Space for writing detail in each section.
  • Suggestions for writing and format of the business plan.
  • Guide to the sequence of preparing your business plan.

Business Plan Financial Planning Worksheets

  • Twenty-one fully customisable MS Excel spreadsheets designed specifically to help you with forecasting and analysing the financial aspects of your business plan.
  • Easy-to-use templates, no specialist financial knowledge necessary.
  • Prepare Personal Net-Worth Statement, and your business Balance Sheet, Income Statement and Cash Flow Statement with ease.
  • Forecast income, expenses and profitability.
  • Identify cash-flow requirements for your business.
  • Determine your breakeven point.
  • Forecast profits.
  • Perform make-or-buy analysis to assist you with your financial decision-making.
  • Conduct sophisticated analysis of key numbers of the balance sheet and income statements to determine the financial health of your business.
  • Reduce risk and uncertainty by using the financial spreadsheets to prepare a well-reasoned financial proposal based on sound financial analysis.


The Complete Business Planning System

Combines the Business Plan Checklist, Business Plan Template and Business Plan Financial Planning Worksheets into one complete package.

Business Plan Checklist

Every business regardless of size or type needs a well-written and well-crafted business plan. You will most certainly need a written plan, backed up by sound financial forecasts if you want to raise money to finance your business.

Save time, effort and money, and reduce your potential risk, by following the step-by-step guide. Answer the questions and build up a workable plan as you go.

Business Plan Template

Speed up your business planning process by using the fully customisable MS Word template. Simply follow the instructions as you work through the template. Answer the questions listed in the business plan checklist, and summarise your answers in the relevant places in the template; its as simple as that.

Financial Planning Worksheets

You need to support your business plan with sound financial analysis. There are three things that lenders and investors look for in a business plan. First, they want to know is your business is worth investing in. Second, they need to feel comfortable that you have a realistic and workable plan. Third, they want to see that you have based your income, expenses and profitability forecasts on sound financial analysis.

Use the twenty-one fully customisable Excel spreadsheets to help with your financial planning.



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