This Report will provide you with a pathway to increase your business success. The first step in the
process is to know the Turnover and Activity you require to maintain your personal income and pay
business expenses, we refer to this as your Present Breakeven or maintain the Status Quo.
The next step is to set new personal income and company profit goals for the next 12 months, and then
establish the Turnover and Activity required to achieve the desired goals.
Note: The term ‘Activity’ means the activity steps required to achieve
the Turnover (revenue) goal, this includes the number of sales required, the number of Quotes/Proposals
submitted, and the number of Leads required (people interested in your product or service).
For many the hardest process in developing a Business Plan is ‘goal setting’ and establishing the
Activity required to achieve the desired outcomes, you may have heard the saying ‘Businesses do not plan
to fail, they fail to plan’.
Once you have established your Turnover and Activity goals the next step in the planning phase is the
‘how to’, which is how you are going to achieve those goals.
In this report the ‘how to’ is referred to as your ‘Action Plan’.
This report will list your goals for the next 12 months and the Activity required to achieve those goals.
This is your recipe for success.
We have divided the report into 4 sections as follows;
The first step in developing your Business Plan for the next 12 months is to establish the Turnover
(total sales/revenue) required for the business to Breakeven. The Present Breakeven, for our purposes,
is based on your previous year’s business performance, it will include Owner Income and it will also
include business Operating Profit (as stated on your end of year Profit and Loss Statement), for an
established business it is maintaining the status quo from last year to the next year.
Definition: In this report when I refer to the term Present Breakeven,
it is the amount of Turnover (revenue) required for the business to Breakeven based on your ‘present’
business activities, that is making no changes to Turnover Drivers, or in other words, business as
The Present Breakeven Analysis is based on the following