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In our system, On Strategy, we use Action Plan Reports to show a person or department’s goals and action items, due dates, and status. But in business, your action plan is the key to focusing on the right information in the right order—much like the combination to a safe—and it helps measure progress toward your goals.Like Smith says, the Action Plan Report is a great way to, “help measure progress toward your goals.” Smith also says how, “in business, your action plan is the key to focusing on the right information in the right order.” We could not agree more with Smith and his take on the Action Plan. Here’s how you should use an action plan to accelerate growth and increase your revenues and income. Create a revenue plan: Identify your sources of revenues, the product or services that you offer, how many you plan on selling, and the price you will charge.
Always consider issues of philosophy and corporate ethics as well, and where appropriate refer to the organisation's position and/or aims regarding ethics, social responsibility, etc.
These are not mechanisms within planning, but are critical reference points, particularly in modern times when risks of scandal and corporate negligence carry such big implications.
Click here for a copy of Chapter 7 from my book The Answer to help you change your paradigm. Determine which distribution channels you will use for your business: A distribution channel is simply the place where the transaction takes place between you and your customer—otherwise known as the Point of Sale.
The seven distribution channels to choose from are: retail, online, direct sales, events, mail order, phone sales or agents. Select the right strategies: These should get people to the Point of Sale identified in step No.
It is a real example based on the initial outline for a new business initiative proposition, which required a basic business plan document, as typically arises in businesses of all sorts. They should be concise, easy to understand, and deal with the main issues simply, with relevant supporting detail, facts and figures.
The most important aspect of most business plans is the actions and/or recommendations, and the main purpose is generally to achieve (within ethical considerations) the maximum return on investment (or, in the case of public services and not-for-profit organisations, the best use of investment and resources).
A business plan or report is necessarily focused on profit and financial effectiveness (without which, generally, nothing much else can happen) nevertheless, ethics and wider issues of corporate responsibility will provide a fundamental platform and context, particularly in this age of awareness and transparency concerning corporate behaviour.
Here is a quick easy template example for a business plan or other operational planning report or proposal.
a simple easy sample business planning template for new business development and operational planning reports1.2. business planning document - template/example This is a quick easy template for rapid business planning, especially for new business development, strategic planning, sales plans and market-led business planning.
See the main section on business planning for more detailed business planning templates, tools, examples and processes.