Business Planning Toolkit
A 62-page practical workbook for shaping a clear, investable plan.
What this guide is — and isn't.
Sixteen chapters of templates, prompts and frameworks — used by our consulting clients to build the plan that everything else in the organisation hangs from.
- Founders writing their first business plan
- Charity CEOs renewing strategy with their board
- Social enterprises preparing for investment
- Senior teams aligning around a one-page strategy
Every section, in order.
- 01Executive summary, vision, mission and values frameworks
- 02SWOT, PESTLE and competitor analysis templates
- 03Market research planning and customer personas
- 04Business Model Canvas in full
- 05Marketing strategy and channel-rhythm grid
- 06Financial forecasting, cashflow and pricing strategy
- 07Risk register, operational planning and KPIs
- 08A twelve-week business action plan to start tomorrow
What you will walk away with.
- A coherent one-page strategy your whole team understands
- Forecasts and budgets you can defend to a funder or investor
- A clear operating rhythm that turns plan into practice
- A small number of KPIs that genuinely move the work forward
A glimpse of the design and detail.
Questions, answered.
Is this for charities or for-profit businesses?+
Both. The frameworks are sector-agnostic; the examples draw from charities, social enterprises and small businesses alike.
How long does a full plan take to complete?+
Most teams complete a first draft in two focused half-days. The financial forecasts may take a third session with your finance lead.
Do I need a finance background?+
No. We walk you through forecasting and cashflow step by step, with worked examples and templates.
Can I use it for board strategy days?+
Yes — many of our clients use sections of the toolkit as the structure for their annual strategy day.
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