1. Business Planning

2. Key Questions If Yes…. If No….. Goals well defined?
Personal aspirations
Business Sustainability
Tolerance of Risk
If Yes….
Is the strategy right?
Clear definition
Profitability and potential growth
Durability and Rate of growth
If No…..
Can the strategy be implemented?
Resources
Infrastructure
The founder’s role

3. Personal Aspirations Motivation to start a business?
What do I want for me, my family, society?
What life style do I want?
Review all these regularly

4. Drivers for Enterprise
Tension
The actual
The possible

5. Drivers for Enterprise
Three tensions -
Financial
Personal
Social

6. Financial Entrepreneurship is an economic activity
Concerned with building stable, profitable business
Concerned with adding value for stakeholders
Entrepreneurship not ‘zero sum game’
Entrepreneurship about win - win

7. Personal Making money is not necessarily the most important factor
Achievement, sense of creation, making a difference, generativity instinct
Challenge, competition
Destination not important but journey is

8. Social
Societal influence
‘Better world’ concept
Moral dimension

9. What kind of enterprise?
Quick profits?
Fast cash flow?
Capital gains?
Sustainable?
Review these regularly

10. What is my attitude to risk?
High risk?
Risk adverse?
Time scale?
How do you handle stress?
What am I willing to sacrifice?
Review these regularly

11. Right strategy? Short-term opportunistic? Longer term planned?
Controls?
Tactics?

12. Strategy Definition
Strategic statements
Mission?
Vision?

13. Profit, growth and sustainability
Competition?
Pricing strategy?
Value added?
Cash flow and controls
Market?
Regulation?
Opportunities

14. Implementation Can it be done? What are the obstacles and risks?
How might these be overcome?

15. What S.H.A.P.E. is your business in?

16. What S.H.A.P.E. is your organisation in?
Service/Sales
Human Resources
Administration
Production
Entrepreneurial Flair

17. What S.H.A.P.E. is your organisation in?
“Making sales is crucial to our organisation.”
“We try to meet customers’ needs and sell them what they want.”
“The customer is King/Queen.”
“Service and sales are our prime function.”
“Customer service and customer care is crucial.”

18. What S.H.A.P.E. is your organisation in?
“We train and develop our staff.”
“Teamwork must be encouraged.”
“People are important.”
“Career path is important.”
“We pay well.”
“We compete through our people.”

19. What S.H.A.P.E. is your organisation in?
“Systems of control are essential.”
“We know what we are doing day by day.”
“We have carefully monitored plans.”
“Cost and credit controls are crucial.”
“Effective systems are the key to success.”

20. What S.H.A.P.E. is your organisation in?
“We get the goods out of the door.”
“We invest in up-to-date technology.”
“Our production methods are crucial.”
“Production has a high profile.”

21. What S.H.A.P.E. is your organisation in?
“New ideas are important.”
“Go for it.”
“Creative thinking encouraged.”
“Good feedback on ideas.”
“R & D important.”
“Energy and enthusiasm.”

22. What S.H.A.P.E. is your organisation in?
Service - short-term, results driven
Admin - short-term, results driven
Production - short-term, results driven
H.R. - necessary for long term
Entrep. - necessary for long term

23. What S.H.A.P.E. is your organisation in?
Services/sales + production + admin. =
Trainable
H.R. + Entrepreneurial flair =
Developed

24. What S.H.A.P.E. is your organisation in?

25. What S.H.A.P.E. is your organisation in?
Brainwave shapE
- New ideas
- Excitement, energy
- Don’t bother me with facts
- Dedication
- Go for it

26. What S.H.A.P.E. is your organisation in?
Birth ShapE
- Energy from idea
- Drive to promote it
- Faith that someone will be interested
- Failure not considered
- Need results

27. What S.H.A.P.E. is your organisation in?
Awakening ShaPe
- Production
- Customer expectations high
- Resources stretched
- Problems start
- Must produce goods
- Effort, energy will win through

28. What S.H.A.P.E. is your organisation in?
Growing ShaPE
- Quality crucial
- R&D important
- Awareness of Competition
- Service/Production conflicts
- Cashflow problems

29. What S.H.A.P.E. is your organisation in?
Mature ShAPe
- Controls & systems
- Formalise management
- Good customer base
- Growth from current base
- Ideas less important
- Sales/Admin conflict

30. What S.H.A.P.E. is your organisation in?
Established SHAPe
- Staff turnover increases
- Management do more for people
- Incentives important
- Solid base
- Competition strong
- Politics get played

31. What S.H.A.P.E. is your organisation in?
Faltering sHApe
- People kept for personality not results
- “You can’t do that.”
- Systems & Admin rule
- No need to try too hard
- Keep status quo

32. What S.H.A.P.E. is your organisation in?
Lethargic -HAp-
- No risks
- “why change things?”
- No new product
- Communications poor
- Status rivalries
- Competitors take over

33. What S.H.A.P.E. is your organisation in?
Bureaucratic -hA--
- Blame culture
- Core business lost
- Systems rule
- Rules must be followed
- Communication poor

34. What S.H.A.P.E. is your organisation in?
Senile --A--
- Nothing happening
- Total authority in
administration
- No investment
- Tradition rules
- “Cover your back.”

35. What S.H.A.P.E. is your organisation in?
Death -----
-Accountants dream!