The 1-Page Business Plan

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We use a very simple, but powerful, 1-page planning worksheet with all of our clients that captures the big picture, their long-term goals and also their more immediate goals and 90 day plan.

Click here to download a PDF version of our 1-Page Business Plan and feel free to contact us if you would like an editable version of this worksheet.


An Explanation of our Planning Worksheet

Here are the main components of our 1-page planning worksheet and some instructions on how to complete each section:

Vision / BHAG – BHAG stands for Big Hairy Audacious Goal and is a term that was coined by Jim Collins in his book Good To Great. What is the long-term (10-20 year) vision for your business? What would you like you business to look like then?

Mission / Purpose – Why does your business exist (besides to make money)? What is its underlying purpose and what is it here to help others (your customers and the market) achieve?

Values – What behaviours and attitudes are important to you? How would you like your team to behave towards each other and towards your customers?

Target Market – What is your main focus for the next 2-3 years… Who are the customers that you want to focus on? What services will you focus on? Where are these customers ideally located (suburbs, cities, etc)?

3-5 Year Goals – What are your revenue and profit goals for the next 3-5 years and the specific things that you want to achieve (e.g. types of customers/markets, size and make-up of your team, business location, systems, personal goals).

12 Month Goals – What do yo want your business to look like in 12 months and what will you want to achieve by then.

90 Day Goals – Now, more specifically, based on your 12 month goals what are the projects and improvements that you want to achieve in the next 90 days / 3 months.

Person Responsible – Who is the person on your team (employees or contractors) that is mainly responsible for the achievement of each goal.

Action Plan – What actions need to be completed each month to achieve the overall goal for the 90 days. Keep in mind that not all projects need to start in month #1 – prioritise and spread out the actions over the 3 months.


Need Help?

If you would like help to properly review your business and your strategic opportunities, plus put in place a plan for your business, then just contact us and we would be more than happy to discuss this with you.


By Anil Puri


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