the business PLAN

With you not, for you.
We provide owners of new and existing businesses with the tools they need to fully understand and effectively manage the fundamental, critical issues that will determine the fate of their business.

Our essential role is one of facilitation, mentorship and coaching.

We work with our clients through a cycle of understanding basic issues, using that understanding to develop a blueprint for their businesses and then monitoring performance.
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Products and Services

Our Products and Services are Delivered by Four Main Services
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Facilitation of Business Plan Development
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Mentoring and Counselling
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Seminars
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Training

Our Products & Services

1. Facilitation of Strategic Planning Workshops
2. Marketing Planning
3. Franchise evaluations
4. Business revitalisation
5. Ongoing evaluation and mentorship programmes.
6. Financial Planning
7. Assistance with loan applications
8. Franchise Planning and Execution
9. Business evaluation (for potential purchase)

Purpose & Philosophy

To provide owners of new and existing businesses with the tools they need to fully understand and effectively manage the fundamental, critical issues that will determine the fate of their business.
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Our essential role is one of facilitation. We work with our clients through a cycle of understanding basic issues, using that understanding to develop a blueprint for their businesses and then monitoring performance.

The essential elements here are, firstly, that business planning should take the form of a cycle, not an event, secondly, that a business plan should be a tool to help achieve success in business, and thirdly, that any tool can only be effectively used with knowledge and practice.

As facilitators, we guide our clients through the process of developing their own business plans, ensuring a full understanding of the issues at every stage. We believe that the process is far more important than the deliverable in terms of our ultimate objective, which is a successful business, professionally managed.

Our approach is to simplify the issues as far as possible, without becoming simplistic. We stick to practicalities, with as little theory as possible but as much as necessary. Clarity is the keyword here: the issues need to be demystified and laid out clearly, unambiguously in “black and white” – our corporate colours.

Every business and every situation is different; we therefore customise our services to the needs of our individual clients as far as is possible without compromising our principles.

These principles form the foundation of our Single Minded Proposition:

Financial Plan

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Practicality

We are at pains to ensure that only those issues necessary for the understanding and management of the true financial drivers of small businesses are addressed. We avoid the introduction of any concept that does not directly help business owners keep their finger on the pulse of their business. The methodology is based on a simple, yet powerful model, illustrated here.
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Simplicity

The critical issues have been simplified as much as possible without compromising rigour. All the financial management concepts are introduced using the example of a fictitious small business called Jane’s Sandwiches. Jane has the simplest of businesses in that she makes and sells ham sandwiches (and eventually branches out into chicken pies). Nevertheless, she needs to understand all of the financial dynamics of her business and the principles of these are identical, irrespective of size and complexity of the business.
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Participation

By simplifying the concepts, providing a step-by-step “roadmap” of the process of developing a financial plan, and taking a facilitative approach, the resistance that many people feel about their financial planning is overcome; they understand what is required and why
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Critical analysis

We give explicit recognition to the fact that every plan represents a set of many, often hundreds of assumptions. Through colour coding, we give explicit recognition to the assumptions on which the plan is based. We ensure that financial projections are thoroughly analysed, avoiding the “click and drag” approach inherent in most financial plans

Structure of the financial plan.

The financial plan is presented using the business PLAN‘s custom designed and developed software, 
the business Simulator.

The software was developed specifically to deliver the following KEY features:
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1. It is based on a few basic, yet powerful concepts reflected in the business PLAN‘s Financial Planning Diamond. The most value is in the “education” that goes with it.

2. Types of business and individual circumstances vary from one situation to the next. For a financial plan to be a useful tool in managing individual businesses, it must be tailored to the requirements of each business. Our advisers are able to customise the structure of the software to satisfy the demands of each situation. This is not possible with traditional business planning packages.

3. It represents a complete set of schedules that are tightly integrated, where changes in one schedule are directly and automatically reflected in all others

4. Any plan is a statement about the future. Because the future cannot be predicted, business plans are based on assumptions about the future. There is at least some degree of uncertainty associated with all assumptions and these therefore have to be identified explicitly and their implications understood. Every assumption is explicit (identified in red). “What if … ?” capabilities highlight the implications of different sets of assumptions. Projections are thoroughly analysed and understood, not just plugged in.

Grassroots Marketing

A textbook definition of marketing is “A system of organisational activities designed to plan, price, promote and distribute something of value (a product or service) for the benefit of existing and potential customers”

While not detracting from the science of marketing, the business PLAN believes that there are specific approaches that need to be adopted by small businesses to complement, and in certain cases replace, the more traditional (textbook) approach to marketing. Grassroots Marketing is connecting with customers and prospects. It relates to everything you do to operate your business.

Through guiding clients in the process of developing a marketing strategy and action plan, the traditional “Four P’s” of marketing (Product, Price, Promotion, Place) are analysed from the unique perspective of small businesses. In addition to the traditional Four P’s of marketing, the business PLAN’s clients are introduced to the Seven P’s of Grassroots Marketing (Passion, Position, Proposition, People, Prospect list, Plan, Perseverance). 

In other words; Grassroots Marketing is about marketing that is unconventional, non- traditional, not by-the-book, and extremely flexible.

Several factors differentiate Grassroots Marketing from traditional marketing, as follows:
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1. Instead of money, the major investments are time, energy, and imagination.

2. Instead of ignoring customers once they've purchased, you have a fervent devotion to customer follow-up.

3. Instead of intimidating business owners, Grassroots Marketing removes the mystique from the entire marketing process and clarifies it.

4. Instead of competing with other businesses, Grassroots Marketing preaches the gospel of cooperation, urging you to help others and let them help you.

5. Instead of trying to make sales, Grassroots Marketing is dedicated to developing relationships

6. Instead of encouraging you to advertise, Grassroots Marketing provides you with many different marketing weapons; advertising is only one.
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Our clients learn about many Grassroots Marketing concepts, including:

• The Single Minded Proposition
• The five laws of Grassroots Pricing
• The one law of Grassroots Promotion
• The best source of new business
• The Saachi and Saachi Canal Boat Process
• The right time to promote your business
• When “No” does not mean no and many others
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Essential Pillars

We believe that a successful business must have

AN EXCELLENT PRODUCT
EXCELLENT MARKETING
EXCELLENT FINANCIAL MANAGEMENT


If any one of these are missing, your business will very likely fail, or at least not achieve the success that you deserve.


As depicted in the diagram, they are closely related: each impacts upon and supports the others.

This model, along with our approach of facilitating the process of clients acquiring the necessary insights and knowledge, developing their own plans for launching and developing their businesses and monitoring actual performance against targets,
forms the basis of our Products and Services.

Mentorship

The real benefits of investing time and money in a Business Plan come with the realisation that planning should be a cycle, not an event.

Because it is impossible to predict the future, any plan is based on a set of assumptions about the future. For a business plan to be the powerful decision-making tool for managing a business that it can be, it is imperative that the assumptions on which it is based are given explicit recognition. Then on an ongoing basis, it is necessary to compare those assumptions with the reality as it unfolds, and make appropriate adjustments to the plan as and where required.

The essence of the business PLAN‘s Mentorship Service is one of “Prevention, not cure”. It goes about finding and rectifying those issues that are likely to cause difficulty before they become real problems. It ensures that the owner of the business is truly focussed on the key issues facing the business at that time.

The Mentorship Service can only work as a part of an overall discipline that reflects a commitment to professionalism on the part of the business owner in managing the finances of the business timeously and rigorously. It is the last of four steps, depicted in the diagram. It takes place monthly, ensuring that insights are gained and acted upon before problems arise. As the diagram implies, it is part of a cycle, where changing circumstances and deeper insights into the business will lead to changes being made to the projections.

Training

the business PLAN TRAINING DIVISION was formed to provide practical and dynamic training programmes to provide entrepreneurs with the knowledge and insights needed to successfully manage their small and medium sized businesses. Our programmes are experiential, designed to give delegates practical experience of the real issues of business management.

Our most popular programme is Financial Dynamics for Entrepreneurs, a one-day programme designed to provide delegates with specific insights into the true financial drivers that they need to run and support their businesses successfully.

This programme has three aspects, designed to ensure optimum learning and practicality in the context of delegates’ own businesses.

The first aspect comprises the presentation of the concepts, using experiential techniques and examples. This section is based on the business PLAN‘s Financial Planning Diamond. The Financial Planning Diamond provides the foundation for a practical understanding of the Financial Planning and Control Building Blocks. These comprise the tools that one needs to take control of the financial dynamics of a small or medium business.

Secondly, delegates apply the concepts in a simulation, called the business GAME. Duringthis game delegates are faced with realistic circumstances that can and do cause difficulty in a simulated, fun and non-threatening environment. A management worksheet pack is used throughout the game in order to plan and maintain tight control over each delegate’s business.

Thirdly, opportunities to apply the concepts learned to the delegates’ own businesses are included. Worksheets are provided for this, enabling delegates to seamlessly continue the process for themselves in their businesses after the programme.

A number of Seminars are also available. These are typically presented “inhouse” for events such as Franchise Meetings. The objective is to provide usable tools and techniques for specific activities in managing a business. While topics are frequently added, they currently include
• An overview of Grassroots Marketing
• Grassroots Marketing in Practice
• Promoting your business – An Overview of Grassroots Promotion
• Grassroots Promotion – Media exposure at zero cost
• Grassroots Promotion – Secrets for Direct Mail Success
• Grassroots Promotion – Building Your Business on Personal Relationships

Online Courses

Financial Dynamics for Entrepreneurs:
Lesson 1
R
350.00
This engaging and interactive learning experience includes video and quizzes, that will help you better understand some fundamentals required to make sense of your business idea as well as to help you manage it.
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Contact Us

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"Tell me, what is it you plan to do with your one wild and precious life?"

~ Mary oliver ~
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ADDRESS
PO Box 67543
Bryanston 2021
CONTACT
Email: kevan@tbplan.co.za
Phone: + 27 82 551 4570
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