Business Planning
Turn your business goals into a practical plan
It’s easy to get caught up in the day-to-day and lose sight of where your business is heading. Business Planning gives you the time and structure to step back, get clear on what you want to achieve and decide what needs to happen next.
We’ll help you turn your business and personal goals into clear priorities and practical actions, giving you greater focus and confidence when making decisions about the future. Working with an ilumin adviser, you’ll identify and prioritise your short and longer-term goals, explore the opportunities and challenges ahead, and turn your thinking into a practical one-page Business Plan and a 90-day Action Plan.
The result is a clearer direction for your business, practical actions to get you moving and greater accountability to help you stay on track.
Personal and business goals
Your business goals and personal goals are closely connected.
We’ll help you define what you want to achieve over the next 12 months and beyond, including what you ultimately want your business to provide for you.
Priorities and strategy
Trying to tackle everything at once can make it difficult to make meaningful progress.
We’ll help you identify what matters most, prioritise your short and longer-term goals and agree on strategies to help you achieve them.
Opportunities and vulnerabilities
Good planning considers both where you want to go and what could help or hinder you along the way.
We’ll help you identify opportunities you may want to pursue and vulnerabilities that need to be managed as part of your plan.
Financial targets and KPIs
Clear measures make it easier to understand whether you’re making progress.
We’ll help you identify relevant revenue targets and Key Performance Indicators (KPIs) so you have meaningful measures to track.
One-page Business Plan
We’ll bring your goals, priorities and strategies together into a concise one-page Business Plan you can actually use.
It provides a clear reference point for decisions and can help keep directors and your wider team aligned around where the business is heading.
90-day action plan
Long-term goals become more manageable when they’re broken into practical steps.
Your 90-day Action Plan identifies what needs your attention first, with clear actions and timeframes to help turn planning into progress.
From planning to action
Before your four-hour planning session, we’ll provide some pre-work for you and, where appropriate, key people in your business to complete. That helps us understand your vision, values, goals and immediate priorities before we meet, so the planning session can focus on the things that matter most.
And the process doesn’t need to stop when your Business Plan is finished. Our Quarterly Coaching can provide ongoing accountability and help keep your plan active as your circumstances change.
Who this is for
Business Planning is for business owners who want greater clarity about where they’re heading and a practical plan to help them get there.
It can be particularly valuable if you:
Don’t have a current Business Plan and want to establish clear goals and priorities.
Are preparing for growth and need a plan to guide your next steps.
Are a woman founder or business owner looking for clearer direction and greater confidence about what to focus on.
Are entering a new stage of business and need to reassess where you’re going and what needs to change.
Have a team that needs aligned goals, so everyone understands the priorities and what you’re working towards.
Are applying for finance and need a clear Business Plan to support your application.
Common business planning questions
Don’t see your question here? Feel free to get in touch.
Do I need a Business Plan if my business is already established?
Yes. Planning isn’t only for new businesses. It can be particularly valuable when your business is growing, circumstances have changed or your existing plan no longer reflects where you want to go.
How long does the Business Planning session take?
The facilitated planning session takes approximately four hours, with pre-work completed beforehand.
What will I leave with?
You’ll have a one-page Business Plan setting out your direction, goals and strategies, along with a focused 90-day Action Plan to help you start putting it into practice.
When is the best time to create a Business Plan?
Any time you need greater clarity about where your business is heading. The beginning of a financial year can be a natural opportunity, but planning can also be valuable before significant growth, a change, a new venture or a finance application.
Create a plan you can actually use
A clear plan can turn big goals into practical next steps and give you greater focus on what matters most.