BUSINESS PLAN PROCESS
|
|
Step 1 | Preliminary Introductory Digital (Zoom / Skype / Telephonic) Consultation is held with client to understand your business plan needs and concept. During this session we need to understand the following critical items before we are able to conclude a finalised Quotation: 1) Level of Business Plan detail (recommendation based on our experience) 2) Total Investment / Funding Required – Quotesalready compiled or should we assist with this project 3) Specific format needed for the business plan 4) Deadline date (urgency) and 5) Do we need to assist with the Business Funding Application |
Step 2 | Quoatation is formulated and presented to client for consideration |
Step 3 | Deposit is paid by client to initiate the project |
Step 4 | Senior Business Consultant is assigned to the client that will manage the entire Business Plan project. A introductory email is sent to the client. |
Step 5 | Project Briefing Consultation is held (Zoom / Skype / Telephonic) with client to compile the initial inform and discuss the project. |
Step 6 | Client Questionnaire is sent to client after the briefing is concluded for client to complete any outstanding info not determined in the briefing consultation and to present the required supporting documentation needed in order for the Business Consultant to consider this information for the drafting of the business plan project. |
Step 7 | The client’s questionnaire and supporting documenation is studied and any final outstanding clarification is requested if needed by the Business Consultant. |
Step 8 | The project deadline date is pipelined upon receipt of the completed client questionnaire and receipt of all the required supporting documentation/ |
Step 9 | Secondary Market Research is conducted by the Business Consultant and compiled in an information document which is sent to the client for review. |
Step 10 | The relevant Business Processes and Diagrams are drafted by the Business Consultant and compiled in an information document which is sent to the client for review and approval. |
Step 11 | A full 5 Year Financial Forecast Model is drafted and compiled by the BUsiness Consultant and presented to the client for approval. |
Step 12 | The formal Business Plan is drafted based on all the information provided, Secondary Market Research, Business Processes and Diagrams and Financial Forecasts model which is approved by the client |
Step 13 | Client is sent a final payment reminder 24 hours prior to the deadline date. Final payment is required before the first draft of the business plan is presented. |
Step 14 | The first draft (usually 95% completed) is presented to the client via email. The client is given 48 business hours to review the document before a debriefing session is arranged. |
Step 15 | A Debriefing Consultation (Zoom / Skype / Telephonic) session is held between the Business Consultant and the client where the content of the business plan is discussed, any quesitons the client has is answered and final touches to the business plan is noted for the Business Consultant to process. |
Step 16 | The final adjustments (if any) is concluded by the Business Consultant within 48 business hours after the debriefing session is concluded. T |
Step 17 | The finalised Business Plan is sent to our in-house Graphic Designer. The business plan is converted into a beautiful rendered PDF & editable Word document. |
Step 18 | The final Version 1 of the Business Plan is re-presented to the client via email. The Business Plan Project is now final. Should we receive no response from the client within 14 days, we will consider the business plan as approved by the client. |
Step 19 | Client now has 30 days (or 3 versions) to request any minor further adjustments to the business plan. Adjustment requestst must be sent to us by email at info@uniquebusinessplans.co.za. Adjustments are completed within 72 business hours at no additional cost. Any major adjustments will be quoted for before we proceed with the adjustments. |
Step 20 | We will follow with the client on a quarterly basis to assist with ensuring the business plan is kept fresh, up to date and we will offer our assistance in any further deliverables needed to take the business venture to the next life-cycle. |
Step 21 | Any alternatively selected supplementary services is concluded by the Business Consultant once the business plan is approved by the client and presented to the client within 72 business hours via email. |
Step 22 | The client is welcome to book any additional required after-project Consultations if needed (additional charges per hour will apply). |
How does the Business Plan process work?
What are the benefits of hiring a professional Business Plan Consultant?
BENEFITS FOR HIRING Unique Business Plans:
- Every business is unique. All our business plans are custom designed
- We do not offer template designed business plans
- We specialise in businesses requiring as little as R100 000 up to as much as R150 billion in funding
- Each business plan is fully grammar checked to ensure a professional appearance
- We guarantee 100% non-plagiarism, meaning we don’t steal other’s hard work
- Our business consultants are experienced in most respected fields
- Our business consultants have many years of experience in developing business plans, financial projections, business concept feasibility studies and demographical studies
- Each business plan is proofread and signed off by our Managing Director before being presented to the client
- We are a technologically innovate company – ensure you are kept up to date and receive your project at the highest possible quality, in the fastest possible turnaround time
- Our rates are very competitive. We offer the best professional rates in South Africa
Is the business plan fully bankable?
We are leading Business Plan Creation Specialists, focusing on the development of new business plans and consulting on existing businesses. We are registered with the NSBC and our Business Plans comply with DTI, SEDA, SEFA, NEF, IDC, all our Commercial Banks (Standard Bank, Absa, First National Bank and Nedbank) and all major financial and investment private funding vehicle solutions in South Africa. We have developed in excess of 7500 successful business plans since 2008.
Yes. All our business plans are fully bankable, meaning each business plan project is custom designed to suit the needs of the particular business venture in question. Each business is unique, therefore we draft the business plan in accordance with the requirements of the needs associated with that specific business. Once the business plan is complete, the client is able to take the business plan to an investor, financier, financial institution or investor to attract funding, space or develop the business in accordance with the specified operational, administration, marketing and financial plan.
Bankable Business Plans is a step-by-step guide that will teach you everything you need to know to create a clear, comprehensive, and compelling business plan. … Each chapter will guide you through a specific section of your business plan: Value definition. Needs assessment. Differentiation and competitive assessment – Source: Personal MBA