Using this template
Before you complete this business plan template and start using it, consider the following:
- Do your research. You will need to make quite a few decisions about your business including structure, marketing strategies and finances before you can complete the template. By having the right information to hand you also can be more accurate in your forecasts and analysis.
- Use the [italicised text]. The italicised text is there to help guide you by providing some more detailed questions you may like to answer when preparing your response. Please note: If a question does not apply to your circumstances it can be ignored.
- Write your summary last. Use as few words as possible. You want to get to the point but not overlook important facts. This is also your opportunity to sell yourself. But don’t overdo it. You want prospective banks, investors, partners or wholesalers to be able to quickly read your plan, find it realistic and be motivated by what they read.
- Review. Review. Your business plan is there to make a good impression. Errors will only detract from your professional image. So ask a number of impartial people to proofread your final plan.
For advice and examples on how to complete this template, please download the business.gov.au Business Plan guide from www.business.gov.au/businessplan.
Business Plan
Gin Rummy Distillery
Contents
Using this template…………………………………………………………………………….. 1
Business Plan Summary………………………………………………………………………. 4
The Future…………………………………………………………………………………… 5
The Business……………………………………………………………………………………… 6
Business details…………………………………………………………………………….. 6
Registration details…………………………………………………………………………. 6
Business premises………………………………………………………………………….. 7
Organisation chart………………………………………………………………………….. 7
Management & ownership…………………………………………………………………. 7
Key personnel……………………………………………………………………………….. 9
Products/services…………………………………………………………………………. 10
Risk management…………………………………………………………………………. 12
Legal considerations………………………………………………………………………. 13
Operations…………………………………………………………………………………. 13
The Market………………………………………………………………………………………. 15
Market research…………………………………………………………………………… 15
Market targets…………………………………………………………………………….. 15
Your customers……………………………………………………………………………. 15
S.W.O.T. analysis…………………………………………………………………………. 17
Your competitors………………………………………………………………………….. 18
Advertising & sales……………………………………………………………………….. 19
Action plan…………………………………………………………………………………. 21
Business Plan Summary
(Please complete this page last]
[Your business summary should be no longer than a page and should focus on why your business is going to be successful. Your answers below should briefly summarise your more detailed answers provided throughout the body of this plan.]
The Future
Vision statement:
[The vision statement briefly outlines your future plan for the business. It should state clearly what your overall goals for the business are.]
Mission statement:
[Briefly outline your business purpose I.e. how will you achieve your vision?]]
Goals/objectives:
[What are your short & long term goals? What activities will you undertake to meet them?]
The Business
Business details
Products/services: [What products/services are you selling? What is the anticipated demand for your products/services?]
Registration details
Business name: [Enter your business name as registered in your state/territory. If you have not registered your business name, add your proposed business name.]
Trading name(s): [Registered trading name(s).]
Location(s) registered: [State(s) you are registered in.]
Business structure: [Sole trader, partnership, trust, company.]
ABN: [Registered Australian Business Number.]
ACN: [Registered Australian Company Number, if applicable.]
GST: [Are you registered for Goods and Services Tax? Date registered?]
Domain names: [Registered domain names.]
Licences & permits: [List all the licences or permits you have registered]
Business premises
Business location: [Describe the location and space occupied/required. What is the size of the space you occupy/require? Which city or town? Where in relation to landmarks/main areas? If you have a retail business, where are you in relation to other shops? What is the retail traffic like?]
Buy/lease: [If you have purchased a business premises or are currently leasing, briefly outline the arrangements. If you are still looking for a lease, outline your commercial lease requirements and any utilities/facilities required.]
Organisation chart
[Outline your business structure in an organisation chart.]
Figure 1: Example Organisation Chart.
Management & ownership
Names of owners: [List all of the business owners.]
Details of management & ownership:
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Experience:
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Key personnel
Required staff
[List your required staff in the table below.]
| Job Title | Quantity | Skills necessary |
| [e.g. Office Manager] | [1] | [Relevant qualifications in Office Management. At least 2 years experience.] |
Products/services
| Product/Service | Description | Price |
| [Product/service name] | [Brief product/service description] | [Price including GST] |
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Market position: [Where do your products/services fit in the market? Are they high-end, competitive or budget? How does this compare to your competitors?]
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Unique selling position: [How will your products/services succeed in the market where others may have failed? What gives your products/services the edge?]
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Anticipated demand: [What is the anticipated quantity of products/services your customers are likely to purchase? For example, how much will an individual customer buy in 6 months or 12 months?]
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Pricing strategy: [Do you have a particular pricing strategy? Why have you chosen this strategy?]
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Value to customer: [How do your customers view your products/services? Are they a necessity, luxury or something in between?]
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Growth potential: [What is the anticipated percentage growth of the product in the future? What will drive this growth?]
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Risk management
[List the potential risks (in order of likelihood) that could impact your business.]
| Risk | Likelihood | Impact | Strategy |
| [Description of the risk and the potential impact to your business.] | [Highly Unlikely, Unlikely, Likely, Highly Likely] | [High, Medium, Low] | [What actions will you take to minimise/mitigate the potential risk to your business?] |
Legal considerations
[List the legislation which will have some impact on the running of your business. For example: consumer law, business law, or specific legislation to your industry.]
Operations
Production process
[What is the process involved in producing your products or services. This process will vary depending on your product or service. Here are some examples of questions you may consider. Is there a manufacturing process? Who is involved in the process? Are there any third parties involved? What is involved in delivering the service to your customers?]
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Suppliers
[Who are your main suppliers? What do they supply to your business? How will you maintain a good relationship with them?]
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Inventory
[List your current inventory items in the table below. If you have a substantial inventory, you may prefer to attach a full inventory list to the back of this business plan.]
| Inventory item | Unit price | Quantity in stock | Total cost |
| [e.g flour] | [e.g $5.00kg] | [e.g Five kilograms] | [e.g $25.00] |
Technology (Software): [What technology do you require? For example: website, point of sale software or accounting package? What is the estimated cost of each solution?]
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Trading hours: [What are your trading hours? What are your expected peak trading times? Which times do you expect to be more profitable? How will this change over different seasons? How do your trading hours accommodate these changes?]
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Communication channels: [How can your customers get in contact with you? These channels can include: telephone, post, shopfront, email, internet or social medial.]
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Payment types accepted: [Cash, credit, gift cards, Paypal etc]
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Quality control: [Describe your quality control process. What checks or balances do you have in place to ensure the product or service you offer is produced to the same standard of quality? What steps do you take to meet product safety standards?]
The Market
Market research [What statistical research have you completed to help you analyse your market? Did you use a urvey/questionnaire? If so, you may like to attach a copy of your survey/questionnaire to the back of this plan.]
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Market targets
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Your customers
Customer demographics
[Define who your target customers are and how they behave. You can include age, gender, social status, education and attitudes.]
Key customers
[Identify your key customers. (These can be large consumers of your products or individuals whose satisfaction is key to the success of your business.) How will you target your products/service to them?]
Customer management
[How will you maintain a good relationship with your customers? What techniques will you use? How will you keep your customers coming back? Have you introduced customer service standards? Do you follow any particular code of practice?]
S.W.O.T. analysis
[List each of your businesses strengths, weaknesses, opportunities or threats in the table below and then outline how you plan to address each of the weaknesses/threats.]
| Strengths | Weaknesses |
| [e.g High traffic location] | [e.g High rental costs] |
| Opportunities | Threats |
| [e.g build on customer and brand loyalty] | [e.g Cash flow problems] |
Your competitors
[How do you rate against your competitors? How can your business improve on what they offer?]
Competitor details
[List at least 3 competitors in the table below.]
| Competitor | Value to customers (e.g. benefits) | Strengths | Weaknesses |
| [Competitor name] | [Unique value to customers. E.g. convenience, quality, price or service?] | [What are your competitor’s main strengths?] | [What are your competitor’s main weaknesses?] |
Advertising & sales
Advertising & promotional strategy
[What strategies do you have for promoting and advertising your products/services in the next 12 months?]
| Planned promotion /advertising type | Cost ($) | Who is responsible |
| [Print media advertising, online advertising, mail-out, giveaway, media release, social media campaign or event.] | [$] | |
Sales & distribution channels
| Channel type | Products/services | Advantages | Disadvantages |
| [e.g. Shopfront, internet, direct mail, export or wholesale] | [List all the products/services sold via this channel] | [What advantages are there of using this channel for these products?] | [What challenges do you expect to face using this channel? How will you overcome them?] |
Action plan
| Milestone | Date of expected completion | Person responsible |
| [What are the business milestones that you need to complete starting from today?] | [When do you expect to complete them?] | [Who is responsible for delivering this milestone?] |
Having completed this business plan go to the beginning of this document and complete the Business Plan Summary.