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Your Business Plan

Before a lending organisation will even consider financing your start-up small business venture, it will want to see a business plan showing the thoughts and research that had gone into your pre-venture preparation.

Most business plans follow a standard format that is designed to force you to carefully think through the most important issues affecting the success of your prospective business. It also helps to identify possible weaknesses. Treat this document very seriously and utilise this handy guide to help you draw up your own business plan.

Drawing up an in-depth business plan is no small task. However, with the help of our business plan guide, which provides a step-by-step set of instructions, this task will be much easier. The guide deals with the following aspects:

Download the complete Business Plan Book

Available in English and Zulu

Table of Contents

  • Making time and place to plan for your business
  • Checking for sustainability and defining your service or product
  • Planning your location, equipment and staff requirements
  • Putting together your business team, salaries and training
  • Formulating your mission statement
  • Finding market research sources
  • Researching your industry
  • Researching your target market
  • Researching your opposition
  • Defining your market strategy
  • Marketing: your offering
  • Marketing: your promotions
  • Sales methods and monitoring
  • Budgeting
  • Credit control
  • Balance sheets
  • Cash management
  • Keeping financial records
  • Strength and weakness analyses
  • Writing your business plan
  • Drawing up a 12-week plan

What Needs to be Done Before I Can Complete a Business Plan?

The Business Plan Book

This e-book is widely regarded as one of the best preparatory publications on writing a business plan. It deals extensively with the all-important background information required for a business plan – everything that potential financiers may require before considering a business loan.

The book further provides all the tools and the framework needed to plan a successful and sustainable business. It takes entrepreneurs through all the steps – from the idea to implementation – in a structured and disciplined manner. This forces you to think through critical issues you may never have considered otherwise, before attempting the actual writing of the business plan itself.

More than just a business-plan writing aid, the Business Plan Book constructively helps the would-be business owner or existing business owner who wants to expand his/her business to identify and deal with potential problems before they arise.

Once you’ve completed the Business Plan Book you should have sufficient information available to populate the specific finance application of the financial institution(s) of your choice. Their finance application forms can usually be sourced from their website or closest branch.

The Business Plan Book is proudly brought to you by Financial Solutions for Business Owners, Sanlam’s portfolio for business owners.

Download the complete Business Plan Book or specific chapters of the Business Plan Book in English and Zulu, free of charge.

Get expert financial advice

A financial planner can help you make the most of what you have - contact us today on 0860 100 539.

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