Take your business to the next level. Plan your vision

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1 Take your business to the next level Plan your vision

2 Quick reference guide Business model overview 3 Business strategy 5 Marketing 6 Team and management structure 8 Financial budgets and forecasts 9 Preparing your books with MYOB online accounting software 10 Which accounting software is for me? 11 Looking for an Approved Partner bookkeeper, consultant or trainer? 13 Find us 14 Follow Us The information provided within this document is of a general nature and is intended to be a guide only, in accordance with our Legal Disclaimer. For specific advice regarding your particular circumstances, please consult your tax agent or the Inland Revenue Department as appropriate. 2 Plan your vision myob.co.nz

3 Business model overview In your introduction include: > > A brief history of your business, or if it s a new business a short history of your background relevant to your business idea. > > The purpose and nature of your business and why you started it. > > Identify your location and explain if this is important or is a competitive advantage. > > Describe your products and services. > > Outline your channel to market; how do you intend to distribute your product/service to the market? 3 Plan your vision myob.co.nz

4 Current position > > Outline the current position of your business: where is your business in the business lifecycle (introductory phase, growth phase, mature, declining)? > > Explain what industry you operate in and where it sits in the business lifecycle (emerging industry, growth industry, mature industry, declining industry). > > If you haven t started your business yet, outline what you re doing at present and how it s relevant. Competitive advantage > > Complete a competitor analysis and outline how you will offset their strengths, and capitalise on their weaknesses. > > Explain your competitive advantage and the market niche you ve identified. > > What intellectual property do you own, or what do you intend to protect and how? Growth plan > > What plans do you have to increase your capability? > > What plans do you have to increase your capacity? > > What makes you confident your business will continue to grow and be sustainable? 4 Plan your vision myob.co.nz

5 Business strategy 1 2 Outline your business strategy for the next year as well as the next 1 to 3 years. Describe your business objectives and goals (ensure they are specific, measurable, achievable, realistic and when they might happen). Tactics Outline the gap between where you are now and where you want to be. Cover the main practical steps you have to take to get your business from where it is now to where you want it to go. Details what extra resources you ll need. Strategic impact Outline the external threats or opportunities that could impact on your business during: > > The next year > > The next 1 to 3 years. Core values > > Describe the core values that underpin your business. Explain why these core values are crucial to your long-term business success, how they will affect customers (the benefits) and how they will help to motivate both you and your staff. 5 Plan your vision myob.co.nz

6 Marketing SWOT and critical success factors > > Outline briefly your marketing strengths, weaknesses, opportunities and threats. > > What are the critical success factors for your business? Marketing budget > > Detail your marketing budget for the year. Explain how you will monitor it to manage and improve results. Market research > > Explain what market research you ve done and the methods you used. > > Outline how on-going market research is built into your daily business operations. > > Explain any target market(s) your market research (and trading experience) has established. > > Explain how intimately you understand these markets (how close you keep to your customers) and how this feeds back into your business (improvements, product/service changes, etc). Distribution channels > > Describe the current marketing reach of your business (local, national, international)? > > In terms of your strategy, what new markets do you plan to access: - In the next year? - In the next 1 to 3 years? > > Describe how you plan to accomplish this. 6 Plan your vision myob.co.nz

7 Credibility and risk reduction Explain your tactics for increasing the credibility of your business and reducing the customer s risk in doing business with you. Tactical promotion plan Outline your promotion plan (the advertising, PR, internet, web site, direct selling, media tactics etc) to create awareness and generate traffic and customers. Strategic alliances Explain what strategic alliances you have in place or are planning to increase your access to markets, leverage resources, etc. E-commerce and technology Explain how you re using e-commerce and technology in your business to lower costs, speed up business, access new markets, build online sales, etc. 7 Plan your vision myob.co.nz

8 Team and management structure Skills, experience, training and retention > > Identify your team and explain their positions and responsibilities. > > Briefly describe the incentives you ve put in place (or are planning) to retain your team and keep them motivated. > > Describe your team training programme and budget. > > If there are gaps in your team, or you need extra staff to fulfil your short and longer term strategies, outline the gaps here, and who you need to fill these gaps. Advisors > > Describe your core team of professional advisors such as lawyer, accountant, consultant, business mentor or guru you can access for advice, etc. Management systems > > Describe the systems and processes you have in place to manage the business efficiently. Do you have written operations manuals in place or guidelines for your team? > > What accounting software or systems do you use? How regularly can you produce financial reports and analyse key business ratios? > > Cover compliance issues too: how will you prepare for and deal with employment issues, tax and GST obligations. 8 Plan your vision myob.co.nz

9 Financial budgets and forecasts Carefully monitor your financial budgets and forecasts such as: > > Profit and loss forecast > Cashflow forecast > > Balance sheet forecast > Capital expenditure budget > > Break-even analysis Provide brief notes on each of these forecasts. It s a good idea to produce optimistic, pessimistic and realistic versions of the first three. If the cashflow forecasts pinpoint future cashflow difficulties, explain how you plan to deal with these challenges. Summary End with a brief summary of the main points of your plan: where you are now and where you want the plan to take your business. As the market and the world are always changing, outline when this plan will next be reviewed. 9 Plan your vision myob.co.nz

10 Preparing your books with MYOB online accounting software Preparing your books using MYOB accounting software can save you a lot of time. It has all the smarts you need to complete your pay run like GST codes that you can allocate to each of your business transactions. Generate reports detailing GST related income, expenses and capital purchases to complete your GST with ease and efficiency. Having AccountRight to do my books has been a huge help. It makes it easy to file my GST returns, something I dreaded having to do. Denyse Forsyth Kruizey Kidz 10 Plan your vision myob.co.nz

11 Accounting software for people who love what they do Easy online accounting that has everything you need to take care of business, including Payroll $ 23 plus GST From per month with 90 day money back guarantee Take care of business MYOB Essentials is easy online accounting that has everything you need to take care of business, including payroll. Take back your time MYOB Essentials is the fast and easy way to manage your cash flow and compliance requirements. Includes time saving features help take care of the day-to-day bookwork. TRY FREE FOR 30 DAYS LEARN MORE 11 Plan your vision myob.co.nz

12 Power to manage business, your way Stay competitive MYOB AccountRight is powerful accounting with business management capabilities so your business can stay competitive to get ahead. Stay compliant Improve productivity and efficiency, make compliance easy, and choose the plan that best suits your business needs. From $ 63 a month plus GST Stay in control Fully customisable, it enables you to stay in control of the most demanding jobs, inventory and multiple company accounts. TRY FREE FOR 30 DAYS LEARN MORE 12 Plan your vision myob.co.nz

13 Looking for an Approved Partner, bookkeeper or trainer? MYOB Approved Partners are accredited by MYOB to provide onsite support for MYOB Products including sales, setup, implementation, training, advanced reporting, trouble shooting and bookkeeping. Have any questions? We re here to help and our customer service team is available by calling Sit back and relax knowing you re in the hands of experts. Find an MYOB partner nearest to you. SEARCH FOR AN MYOB PARTNER > 13 Plan your vision myob.co.nz

14 Engage and connect with MYOB myob.co.nz I MYOB NZ Ltd. All rights reserved. No portion of this book may be reproduced mechanically, electronically, or by any other means including photocopying, without written permission from the publisher. MYOB NZ Ltd. L2 5 Sir William Pickering Drive, Christchurch. NSME

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