Business Plan 20__/20__/
for
<Business Unit Name>
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Business Plan 20__/20__/ for <Business Unit Name>
Document Control
Prepared by:
Name
Title:
Job title
Branch:
Branch
Division:
Division
Location:
Floor, street, city
Version no:
0.1
Version date:
dd mmmm yyyy
Status:
Initial Draft / Consultation Draft / Approved Document / Minor
Revision / Major Revision
DMS ref. no:
DMS reference number
File/Doc no:
File number/document number
Version history
Version no.
Date
Changed by
0.1
Nature of amendment
Initial draft.
Business Unit Manager Approval
Name
Position
Signature
Date
© The State of Queensland (Department of Transport and Main Roads) 2012
http://creativecommons.org/licences/by-nc/2.5/au
To attribute this material, cite State of Queensland (Department of Transport and Main Roads) 2012, OnQ website, Author: S.K. McGrath.
Template Version 1.0 (22/11/2012)
Department of Transport and Main Roads
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Business Plan 20__/20__/ for <Business Unit Name>
Table of contents
Executive summary ............................................................................................................................... 4
1
Introduction ................................................................................................................................. 4
1.1.
Purpose of this document .................................................................................................. 4
1.2.
References......................................................................................................................... 5
1.3.
Definitions .......................................................................................................................... 5
2
Business unit objectives ............................................................................................................ 5
2.1.
Business unit purpose ....................................................................................................... 5
Our mission ................................................................................................................................... 5
Our vision ...................................................................................................................................... 5
Our values ..................................................................................................................................... 5
2.2.
Links with the strategic objectives ..................................................................................... 6
2.2.1.
Whole of Government ................................................................................................... 6
2.2.2.
Portfolio ......................................................................................................................... 6
2.2.3.
Departmental ................................................................................................................. 6
2.2.4.
Division .......................................................................................................................... 6
2.2.5.
Branch ........................................................................................................................... 6
2.3.
Business unit objectives .................................................................................................... 6
3
Situation analysis ........................................................................................................................ 6
3.1.
Organisational context ....................................................................................................... 6
3.2.
Background ........................................................................................................................ 6
3.3.
Customers.......................................................................................................................... 7
3.4.
Current products ................................................................................................................ 7
3.5.
Product/ customer analysis ................................................................................................ 7
3.6.
External environment ......................................................................................................... 7
3.7.
Strengths, weaknesses, opportunities and threats ............................................................ 8
4
Strategies to achieve objectives ................................................................................................ 8
4.1.
Business unit forward direction .......................................................................................... 8
4.2.
Products/ services to be provided ..................................................................................... 8
4.3.
Strategies ........................................................................................................................... 8
4.4.
Assumptions ...................................................................................................................... 9
5
Unit management ........................................................................................................................ 9
5.1.
Financial plan ..................................................................................................................... 9
5.2.
Governance/ Structure ....................................................................................................... 9
5.3.
Resource plan .................................................................................................................... 9
5.3.1.
Staffing/ HR ................................................................................................................... 9
5.3.2.
Skill gap analysis and training needs .......................................................................... 10
5.3.3.
External assistance/ consultants ................................................................................. 10
5.3.4.
Assets .......................................................................................................................... 10
5.3.5.
Supplies ....................................................................................................................... 10
5.3.6.
Stock ............................................................................................................................ 10
5.4.
Marketing plan ................................................................................................................. 10
5.5.
Sales plan ........................................................................................................................ 11
5.6.
Product quality plan ......................................................................................................... 11
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Business Plan 20__/20__/ for <Business Unit Name>
5.7.
5.8.
5.9.
Procurement plan ............................................................................................................ 11
Risk management plan .................................................................................................... 11
Action plan ....................................................................................................................... 11
6
Social responsibility ................................................................................................................. 12
7
Success criteria ......................................................................................................................... 12
7.1.
Business plan implementation success ........................................................................... 12
7.2.
Business strategy success .............................................................................................. 12
8
Appendices ................................................................................................................................ 13
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Executive summary
Select key information from each section of the plan for example: mission statement, key
objectives, critical success factors, areas for change, new initiatives and major changes to
projects, expected outcomes for the year. This is most easily done by leaving the executive
summary until last, then extracting key sections from the body of the document and copying
them to here
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1
1.1.
Introduction
Purpose of this document
The purpose of this document is to outline functional and financial operations of the
department/division/branch/unit for the financial years 20__– 20__.
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1.2.
References
List any references used in preparing this plan.
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1.3.
Definitions
In the table below define any term which this document’s audience may not
understand, including specific terms, abbreviations and acronyms.
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Terms, abbreviations and acronyms
2
Meaning
Business unit objectives
2.1.
Business unit purpose
Our mission
This should include why the business unit exists – a concise, positive and motivating
statement.
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Our vision
This should include the desired future for the business unit.
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Our values
This should include what the staff of the business unit believe is important in the
working environment.
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2.2.
Links with the strategic objectives
State how the business purpose links to the various higher level strategies .
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2.2.1. Whole of Government
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2.2.2. Portfolio
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2.2.3. Departmental
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2.2.4. Division
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2.2.5. Branch
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2.3.
Business unit objectives
State the business unit objectives, showing how they support the higher level objectives in
2.2.
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3
Situation analysis
3.1.
Organisational context
Show or describe the organisational structure, and briefly summarise the services offered to
other parts of the organisation and/or the reliance other areas have on this unit.
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3.2.
Background
Provide a brief history of the business unit.
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3.3.
Customers
List the customers serviced by each of the units current products.
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Customer
3.4.
Product
Current products
List and describe products currently offered by the business unit.
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3.5.
Product/ customer analysis
Consumer
Product
1
2
(end user)
(e.g.
children)
3
4
Total
Account
Customer
(e.g. parents)
1
2
3
4
Total Customers
3.6.
External environment
List external factors affecting business unit operation.
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3.7.
Strengths, weaknesses, opportunities and threats
Analyse the group's strengths and weaknesses in relation to overall strategy, financial
control, operations, innovation, management systems, human resources and customer
service. Analyse the threats and opportunities in relation to economic conditions, market
demography, government actions, environmental factors, market trends, competition and
technology.
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Strengths
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Weaknesses
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Opportunities
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4
Threats
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Strategies to achieve objectives
4.1.
Business unit forward direction
Describe forward directions.
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4.2.
Products/ services to be provided
List the products/services that the business unit will deliver.
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4.3.
Strategies
List business unit strategies and tabulate against business unit objectives to ensure all have
been covered.
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Objectives
1
2
3
4
5
Strategies
1
2
3
4
5
4.4.
Assumptions
List all assumptions made in producing the business plan. Include any financial
assumptions.
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5
Unit management
5.1.
Financial plan
Identify source of funds, include costs, overheads, cash flow and profit and loss projections,
revenue & budget.
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5.2.
Governance/ Structure
What structure does the business sit within and what structure will it have? What will be its
governance arrangements?
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5.3.
Resource plan
5.3.1. Staffing/ HR
Include critical issues of work organisation, staffing requirements including estimates of
future requirements for skilled and unskilled personnel, remuneration levels, and strategies to
attract and recruit the right personnel. Consider also ease or otherwise of labour
replacement, availability of appropriate training and professional development, approaches
used to improve morale, work satisfaction, information and results sharing and any major
changes planned, such as restructuring.
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Business Plan 20__/20__/ for <Business Unit Name>
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5.3.2. Skill gap analysis and training needs
Compare the tasks required with the skills available. Determine the gaps to be filled either
by training internal resources or obtaining external resources.
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5.3.3. External assistance/ consultants
Identify requirements from external sources.
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5.3.4. Assets
Detail any accommodation, vehicles, office assets, infrastructure or other assets required to
deliver the required outcomes.
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5.3.5. Supplies
List the ongoing supplies that will be needed to run the business.
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5.3.6. Stock
List the inventory of stock the business will need to carry to operate successfully.
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5.4.
Marketing plan
Develop a marketing plan, if applicable. Attach as an appendix.
Include: definition of broad strategic thrust, short term marketing objectives, a product/service
strategy, pricing strategies developed from consideration of the basis of costing, distribution
strategies such as choice of distribution network, communication/promotion strategies
including funds available, selection of media, public relations, stakeholder relations and
alliances and sales management including administration, training, support and customer
relations.
If developing a plan is not applicable, then identify who the customers of the unit are and how
Department of Transport and Main Roads
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the unit will obtain their views and respond to them.
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5.5.
Sales plan
Develop a sales plan if applicable. Attach as an appendix, if necessary. Detail how the
products will be sold to achieve the marketing plan
If developing a plan is not applicable, then show how the unit will serve its customers.
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5.6.
Product quality plan
Specify the level of quality needed to achieve the sales plan.
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5.7.
Procurement plan
Develop a plan to obtain/ procure the necessary resources - staff, consultants, contractors,
assets, stock, supplies.
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5.8.
Risk management plan
Develop a risk management plan. Detail critical factors and risks – determine events which, if
they occur, will undermine or enhance the viability of the group's work; contingency plans –
assess the likelihood of critical events occurring and draw up alternative strategies for
managing them; innovation and proprietary issues. In some cases, the SWOT analysis may
have identified all risks and if these have been translated to actions in the action plan, this
may suffice.
See Appendix 5 for proformas.
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5.9.
Action plan
List the Actions necessary to achieve the business unit objectives. If necessary, include a
separate schedule in an Appendix.
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6
Social responsibility
The impact the organisation’s business activities will have upon the community at large
needs to be considered. Potential areas of impact to be considered are listed below, and
depending on the nature of the business, may warrant their own sub-plan. These areas will
generate their own risks, which should been identified in the SWOT analysis and should be
included in the risk management plan. Typical areas of impact are:
- social
- environmental
- cultural heritage
- indigenous issues
- safety.
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7
Success criteria
There are two aspects to success that need to be considered, one short term and one long
term. It may take several years of implementation before the results become evident. It is
therefore important to have measures in place for success in implementing the strategy and
to also specify up front how the long term success of the strategy itself will be measured. It
is possible to successfully implement a strategy that does not work. The first measure below
indicates the organisational performance in delivering the strategy. This is an efficiency
measure. The second measures below indicates effectiveness of the strategy.
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7.1.
Business plan implementation success
List the success criteria and how they will be measured and the desired target value.
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Strategy
Success Criterion
Performance Measurement
Target
1
2
3
7.2.
Business strategy success
List the success criteria and, how they will be measured and the desired target value.
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Business Plan 20__/20__/ for <Business Unit Name>
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Strategy
Success Criterion
Performance Measurement
Target
1
2
3
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been deleted, it will be necessary to reformat the document taking out any blank lines. Once
this is done, right click mouse in the table of content, click Update Fields, Update entire
table, then click OK. This will update the table of contents to show the new page numbers.
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8
Appendices
Appendix 1 – Future product demand projections
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Business Plan 20__/20__/ for <Business Unit Name>
Appendix 2 – Schedule of Activities
Strategy
Action
Responsibility
By
Also Supports
(other strategies)
Appendix 3- Human Resources Plan
Organisational Structure
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Business Plan 20__/20__/ for <Business Unit Name>
Staffing Plan
Position Type/
Product/
Product/Cost
Product/Cost
Classification
Cost Centre
Centre
Centre
No
Cost
No
Cost
No
Cost
Total
No
Cost
Total Staff
Number
By Product
Dollar Value by
Product/
Cost Centre
Staff Training Plan
(Explain what need the unit is trying to address with its training program)
Type of Course
Course
Number of Staff
Budget
Management
Personal Development
Other Costs
(Travel/Accommodation)
Total
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Business Plan 20__/20__/ for <Business Unit Name>
Staff Roles and Responsibilities
Person
Position
Responsible to
Role
(When known)
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Business Plan 20__/20__/ for <Business Unit Name>
Responsibility assignment matrix
Legend
M
Manager
SG
Stakeholder group
S
Staff member
CR
Customer representative
AG
Advisory group
UR
User representative
A Assist
ID
C Consult
O Coordinate
Task
Department of Transport and Main Roads
P Primary responsibility
M
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SP
S
S
S
Sponsor
R Review
S
AG
S Sign off
SG
CR
UR
SP
Business Plan 20__/20__/ for <Business Unit Name>
Appendix 4 – Financial Analysis & Projections
Financial Analysis
Item
Total salaries, wages Salaries
and associated costs Wages
On costs
Year 0 Year 1 Year 2 Year 3 Year 4 Year 5
Sub Total
Overheads
Rent
Power
Cleaning
Heating/Cooling
Equipment
Motor Vehicles
Travel
Internal charges
Other
Sub Total
Special allocations
Assets
Consultants
Training
Sub Total
Unit Position
Project Expenses
Expenses
Income/Recoveries
Balance
Development
Delivery
Operations
Maintenance
Depreciation
Renewal
Disposal
Sub Total
Total Expenditure
Income/Recoveries
Net Cash Flow
Financial Measures:
Payback period
=
Nett present value
=
Internal rate of return
=
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Business Plan 20__/20__/ for <Business Unit Name>
Appendix 5 – Risk Management
RISK ASSESSMENT
Likelihood
1 = R=Rare
Impact
Responsibility
1 = N = Negligible
2 = U=Unlikely
2 = L = Low
3 = P=Possible
3 = M = Medium
4 = L=Likely
4 = V = Very High
5 = A=Almost Certain
5 = E = Extreme
Department of Transport and Main Roads
WBS
Rating
Cost
Consequence
Risk Mitigation Strategy /Treatment
Likelihood
Risk Event
After Treatment
Rating
Category
Likelihood
No
Consequence
Before Treatment
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Business Plan 20__/20__/ for <Business Unit Name>
RISK GRID
Extreme
I
Very
M
High
P
A
Medium
C
T
Low
Negligible
Rare
Unlikely
Possible
Likely
Almost
Certain
LIKELIHOOD
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Business Plan 20__/20__/ for <Business Unit Name>
Appendix 6
necessary)
Marketing plan(Internal Communications) (if
Appendix 7
necessary)
Sales plan (External Communications) (if
Appendix 8
Procurement Plan (if necessary)
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