Professional Documents
Culture Documents
Template 1
Write down why you are writing this business plan. It is important that you have a clear reason. Ensure that you
refer to this reason as you complete your plan.
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 1: Your business profile
Template 3
List the mayor requirements you’ll have to comply with, or apply for:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 4
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 5
List your achievements to date. If you have not started your business then list what you’ve done to prepare
yourself:
Template 6
Mention any other topics not covered above that are likely to have an impact on your business:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 2: Marketing
Template 7
Customer feedback
Template 8
Key ratios
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 9
Strategic impact
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 10
Market analysis
Threats:
Opportunities:
Trends:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 11
Market analysis
From the above information, what in your business do you think you should change strategically?
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 12
Note: This worksheet should be photocopied so that you can fill out this section for each of the targets
you have selected. If you have five targets then you’ll be repeating this worksheet five times.
1. Select one target for the next 12 months. Describe he target in as much detail as possible
2. Are you going to change any of the following for the selected target? If you are, then state what you intend
to do:
Price?
3. List the promotional activities you’ll use to attract the target described:
4. Estimate the total cost of the ideas generated in Point 3 above. Is this amount of money feasible? Can you
still make a profit?
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 13
Template 14
What are your key competitive advantages? List as many reasons as you can why you are better that your
competitors:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 15
Job title:
Immediate supervisor
(person to whom reporting)
Responsible for:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 16
1. Physical requirements:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 3: Choosing your team
Template 17
Application form
Personal information
Previous experience
1. Job title:
Name of company:
Contact person:
From:
Key tasks:
2. Job title:
Name of company:
Contact person:
From:
Key tasks:
3. Job title:
Name of company:
Contact person:
From:
Key tasks:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 18
Staff member:
Staff member:
Staff member:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 4: Finance
Template 19a
Year Ended:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 19b
SALES REVENUE Mnth 1 Mnth 2 Mnth 3 Mnth 4 Mnth 5 Mnth 6 Mnth 7 Mnth 8 Mnth 9 Mnth 10 Mnth 11 Mnth 12 Total Year
Cash sales
Credit sales
Other rev enue
(A) Total revenue
LESS Direct cost of sales
Stock/raw materials
Direct w ages
Commissions paid
Other direct costs
(B) Total direct cost of sales
(C) GROSS PROFIT(A-B)
LESS Overhead expenses
Selling expenses
Promotions
Freight
Roy alties
Commissions
Other selling ex penses
(D) Total selling expenses
Adm inistration expenses
Depreciation
Insurance
Lease costs
Pow er (electricity )
Rent/Rates
Repairs and maintenance
Salaries
Stationery
Sundries
Telephone
Trav el
Vehicle ex penses
Other admin ex penses
(E) Total admin expenses
Financialexpenses
Bank charges
Interest
(F) Total financial expenses
(G) Total expenses (D+E+F)
NET PROFIT befor Tax (C-G)
Less Tax
NET PROFIT AFTER TAX
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 20
Year Ended:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 21
Cashflow Forecast: One-year forecast Note: VAT inclusive
Year Ended: Optimistic Realistic Pessimistic (tick one)
Use the projections from your one-year Profit Forecast, but adjust the figures to identify the specific months when the cash is expected to be received or paid. Adjust
for VAT if required by adding VAT to all figures that attract VAT and entering your forecast VAT returns.
CASH RECEIPTS Mnth 1 Mnth 2 Mnth 3 Mnth 4 Mnth 5 Mnth 6 Mnth 7 Mnth 8 Mnth 9 Mnth 10 Mnth 11 Mnth 12 Total Year
Cash Sales
Cash receiv ed from debtors
Other Rev enue
Capital Injections
Loans Receiv ed
Tax Refunds
Other Cash receiv ed
(A) Total Cash receipts
LESS CASH PAYMENTS
Stock/Raw Materials
Direct Wages
Commissions Paid
Other Direct Costs
Promotions
Freight
Roy alties
Insurance
Lease Costs
Pow er (electricity )
Rent/Rates
Repairs and Maintenance
Salaries
Stationary
Sundries
Telephone
Trav el
Vehicle Ex penses
Other Admin Ex penses
Bank Charges
Interest
Draw ings
Purchase of Fix ed Assets
Repay ment of Loans
VAT Pay ments
Income Tax Pay ments
Other
(B) Total cash payments
(C) NET CASHFLOW (A-B)
(D) Opening Bank Balance
Closing Bank balance (D+C)
NET PROFIT AFTER TAX
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 22
Break-even calculation
To calculate the necessary level of sales for your business, use the information developed in your Profit and Loss
Forecast (Template 20)
R
(A) Sales Last Year
(G) Required Sales Level – Units per year Units F above Divide by average unit price.
(divide by 52 for weekly)
An example: Let’s presume your sales total last year was R180 000 and your Gross Profit was R90 000.
Your Gross profit % was 50%. This year your fixed expenses are expected to be R60 000
and you are seeking a profit of R50 000. Your average price is R10.
Step 3. Now you can work out the target sales figure
Step 4. Finally, you can work out how many units you must sell
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 5: Using e-commerce
Template 23
Outline how you use email and your customer databases in your business:
Template 24
Outline here how your business uses the internet to become more efficient, to research markets, to order
products and services, to source information and to reduce costs:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 25
Permission marketing
Describe here how you use e-commerce to develop permission marketing in your business:
Template 26
Template 27
B2B e-commerce
Describe how your business uses e-commerce to do business with other businesses:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 28
B2C e-commerce
Describe how your business uses e-commerce to do business with the end customer:
Template 29
B2G e-commerce
How does your business use e-commerce to work with National or Local Government?
Template 30
Outline here any other ways not previously covered that your business uses e-commerce:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 6: Innovation
Template 31
Template 32
Template 33
Innovation training
What are you planning to do to ensure that you and your staff can continue to upskill in innovative practices and
be exposed to new ideas?
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 7: Raising investment funds
Template 34
If you’re looking to raise outside investment for your business, where do you expect these funds to come from?
If necessary, list multiple sources (for example, Khula, The Bank, A Corporate Investor)
Template 35
What do you think are the key barriers faced by other businesses that might wish to compete against you?
Template 36
Market Size
Template 37
List here the key people you have access to for assistance. Include their experience, qualifications, history and
the relationship they have with you:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 38
Exit strategy
Outline how you believe an investor will be able to exit from an investment in your business:
Template 39
Describe all the intellectual property protection you have in place for your business:
Template 40
Outline how you believe you will structure the deal for any potential investor. Include here also how much your
business is worth, and what percentage of your business you intend to sell (if you’re looking for investment
capital)
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 8: Exporting
Template 41
How do you intend to deal with people located in another country? By phone? By a physical office? By
employing staff overseas?
Template 42
What would you have to charge in your product or service to meet needs of an overseas market?
Template 43
How will you cope with possible culture and language difficulties?
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 44
How do you intent to assess the cost of researching and staying in an overseas market?
Template 45
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 46
List here all your existing export contacts and sources of assistance that have helped you so far:
Template 47
Distributing
Outline how you intent to distribute your products or services in your targeted country:
Template 48
Branding issues
What brand will you market under in your international markets? Explain why this is suitable:
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Template 49
Promoting overseas
How do you intent to promote your business in your targeted international market?
Template 50
Do you intent to price your products or services differently internationally? If so, how and why?
Template 51
Transport issues
How do you intend to transport your products to reach your markets on time?
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 9: Manufacturing
Template 52
Plant requirements
Template 53
Raw materials
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.
Chapter 10: Planning for the future
Template 54
The Tax Shop Kuruman. 3 Roger Street Kuruman +27(0)71 508 0041 cviret@taxshop.co.za Part of the National Tax Shop Franchise Group (Pty) Ltd.