Our Services, Business Plans - Clear Vision Accountancy Group

It’s a disparaging fact that many businesses only prepare a business plan if they have to present it externally, for example when they need a loan, or need to arrange finance. Even then, business plans tend to be just ignored once the goals of arranging a loan or finance have been achieved. This is partly because the external business plan format is designed for persuading others rather than for actually achieving a business’s performance goals.

But for a business to actually succeed in what they are trying to achieve, business owners should not only have a plan, they should use it and regularly review it.

Clear Vision can help you write your business plan, whether it is in support of an external funding application or to aid organic growth and development. We also offer a One Page Business Plan service, details of which follow.

One Page Business Plans

One Page Business Plans are designed to measure the 'temperature' of a business. As such, they are an ideal way of monitoring how a business is doing on an ongoing basis, identifying the areas to work on and think about, and recording and reviewing the action required to make it even better in the future.

As the name suggests, the plan fits on one page and it is updated each month. It starts at the bottom of the page and works upwards. At the bottom are the business’s mission/vision/goals, as the actions of every business are driven by these. These goals, in turn, determine the key areas monitored above, in which the business will have to excel in order to achieve its goals (ie the 'Underlying success drivers').

Next come the key factors that directly drive the business's sales, costs and cashflow - these are so important that they are given their own section of the plan. And finally there are the key results that have been generated by all the underlying drivers. These key results are deliberately positioned at the top of the page because they are the consequence of everything below them on the page.

In this way the plan describes all the key factors behind the business’s success, and maps them out in a logical way that mirrors the causal links between goals, success drivers and eventual results.

Not only does the plan provide business owners with an early warning system, it also acts as a catalyst for identifying the action that needs to be taken and forces them to take that action.

To discuss your business plan requirements, or explore how a one page business plan can help you drive your business forward in the right direction, call us on 01249 712074 or email: theteam@cvag.co.uk.

What Our Clients Are Saying About Clear Vision Business Plans

Our One Page Business Plan is updated every month. It is a simple, living document that allows us to assess the progress of our business at any given time and acts as a catalyst for identifying any action that needs to be taken. It is a brilliant tool that compels us to plan and take action on areas that will help us do even better in the future.

Dr Eric Tonge
Bath Orthodontics