Group PlanPlus

Create a Concise Business Plan for your business within one day during this facilitated One-Day Workshop where you will learn the Key Components to every Business Plan.

With the Group PlanPlus,  you will join other business owners like yourself in a facilitated one-day workshop where you will learn the key components of a business plan, PLUS you will get to build your individual plan throughout the day. At the end of the day you will have completed the necessary components of your business plan and over the next 7 days your Business Advisor will add critical components to your plan to make it robust and professional sound.

By using the facilitated one-day workshop you gain greater insights into your business and cut down the time needed to build a professional business plan. When used in conjunction with the BusinessFocus quarterly, your business can gain some real move forward.

Group PlanPlus Gives You:

  • Professional Business Advice: 1 x 7 hour, Group Workshop, Business Advisory Session with your Business Plan Facilitator (over 1 day) where you construct the core components of your business plan and align your thoughts, business direction and ultimate outcomes.
  • Online Business Modules and Workbooks: the online Business Planning Modules and Planning Workbooks, Diagnostic Tool and Strategy Builder used during the one-day workshop. The online system covers Historical Information, Projections, Key Information regarding your business as well as the 180 Point Diagnostic and In-Depth Business Strategy Builder.
  • Succinct Business Plan: You will receive, within 7 days from the end of your Interactive Business Planning Workshop, a copy of your Group PlanPlus™, which you have specifically developed for your business, including Strategies for Improvement, Financial Assumptions, and other key areas expected in a Professional Business Plan.
  • Financial Projections: Summary Income Statement, Summary Balance Sheet and Quarterly Cash Flow for 2 years. Capital Purchases, Financial Cash needs for the business and Future Lending Requirements.

Your Group PlanPlus™ documents the following business areas, giving you the document you need as a tool for further bank funding, Angel investment, borrowing from family members, friends, suppliers or keeping shareholders informed (build confidence):

  1. Executive Summary
  2. The business
  3. Goals, milestones, strategies
  4. Marketing
  5. Sales
  6. Customer management
  7. Competitive landscape
  8. Summary income statement (historic)
  9. Summary income statement (projected)
  10. Summary balance sheet (historic)
  11. Summary balance sheet (projected)
  12. Business health check (historic)
  13. Business health check (projected)
  14. SWOT
  15. Strategies for improvement

How the Group PlanPlus™ Works

During the one-day facilitated workshop with your Planning Advisor you will work in a group situation to improve the key areas for your business. Your business will be improved via a combination of business advice, brainstorming solutions for improvement during the one-day facilitated workshop. The key focus will be on building your business plan.

As well as working with your Planning Advisor in a group and a one-on-one situation, 7 days from the end of your one-day workshop you will be provided with a concise business plan you can use as a tool to raise capital, give confidence to existing shareholders, employees and / or suppliers and build your business over the next 12 months to 2 years.

Your End Result    

A Business Plan that is suitable as a tool to raise capital and includes the key components needed for this type of activity: Business Overview, Historical Business Information, Financial Projections / Financial KPI’s and other key components of a professional business plan. OR a Business Plan that is suitable as a tool to grow and direct your business toward your ultimate goals.

This is Ideal for you if:    

  • You need to gain bank finance
  • You need to raise capital from either Angel Investors, Financial institutions, Friends / Family etc.


  • You need a clear set of strategies for you to take your business to the next stage of growth
  • You have been trying to complete a plan and know you now need support