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Seven Simple Rules for Business Planning

At Rosy Jeffery, as accountants and advisors, we recognise the fact that we have a duty of care to help our clients to run a better business.

Seven simple rules for Business Planning:

  1. It must be done EVERY YEAR. It’s simply best practice in business.
  2. Keep the Business Plan to one page (two sides).
  3. Have no more than four annual goals, with cascading 90-day goals and actions.
  4. Have no more than five KPIs (Key Performance Indicators) in the plan.
  5. Share the Business Plan with the team (sanitised for sensitivity if needed). Link their career goals to the Business Plan.
  6. Make progress towards the Business Plan highly visible to the team. Celebrate success along the way.
  7. Review the Business Plan at least quarterly.

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