One page action plan for (insert name and date here)



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One page action plan for (insert name and date here)


A one page plan is a simple tool where you can set goals for your business and note down actions you will need to take in your business to achieve these goals. The plan is simple to use. Once you have completed it, post it up somewhere where you and your staff can see it regularly (the fridge in the kitchen or on the notice board). The goals and actions should be front of mind for everyone involved in the business.

Fill in your business details and then remove all the blue instructional text and examples.


Big picture plan


The profitability of the business will double as we improve our customer service culture and increase staffing to service the increase in business.

Timeline

Description

Where our business is now

Annual profit of $ 150,000, 4 staff and minimum vacancies filled

Where our business will be in six months’ time

All staff trained in customer service and profitability improving

Where our business will be in 12 months’ time

Annual profit of $ 300,000, 6 staff, no vacancies, customer service culture

Where our business will be in three years’ time

In top 20% of market share for our industry

How we will get there


Strategy

Action plan (how)

Timing – Completion Date

Person responsible

Training

Customer Service training for all staff

June 2019

Sales Manager

Recruitment plan

Identify skill set required for additional staff and commission recruitment agency to assist with employment

March 2019

Sales Manager

Improve customer services

Update website and keep current

Initially September 2019 and then ongoing


IT Manager

Increase sales

Meet with top 20% customers and identify ways to increase sales per customer

November 2019

Customer Sales Manager

Produce product and services brochure

February 2019

Marketing Manager

Improve cash flow to reduce costs

Introduce easy payment plan for customers

October 2019

Finance Manager

Increase customer base

Identify regional selling events and book where relevant

March 2019

Sales Manager

Review competitor offer and target weakness in their offer

July 2019

Sales Manager



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