Author, David Graham, said the book will lead the operator through a simple process that culminates in having a personalised written business plan and the ability to review and rewrite the plan as needed. Following these essential principles of planning will assist in running the business for profit. People who are self-employed are often very skilful at their chosen profession, however they sometimes lack direction for a variety of reasons. This book provides a step by step process to establishing a clearly defined business management plan to ensure initial and ongoing success. Whether you are a small business operator or the managing director of a large corporation, the book encapsulates the very essence of what it takes to make a success of business life. This allows the achievement of aspirations in both personal and business life. Editor’s Note: What sets this exceptional piece of business-acumen apart from the rest, is that it fully concentrates on developing the individual via easy to follow step by step directions. The following is an oveview of a step by step process for business operators where simplicity is the sophisticated key. Each chapter leads you through a series of questions that enable you to clarify your thoughts which will assist in your decision making.

Personal Goal Setting…..This chapter allows you to decide your lifestyle and fixed living goals and expenses enabling you to decide what you need to draw from your business. Business Foresight………This chapter covers your Vision Statement (ie. What you want your business to be and do for you) and Mission Statement (ie. What are you delivering to the market place). Business History…. In this chapter we cover a number of questions that enable you to take stock and learn from your past successes and problems. By taking time to work on our business rather than in it we are able to identify issues we normally overlook. This is a very beneficial process. Activity Analysis…. Here we take a detailed look at he core functions and associated tasks performed in all aspects of your business. We conduct a SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis. This is a very detailed process, however, it identifies many training needs and improves your business processes. Market Analysis…. This is where we have a look at who or what is your market place, where are they, how will you get to the decision makers and put a basic marketing plan of action in place. Objectives and Action Plans…. At this stage of the process we have an understanding of where your business is, where you would like it to be, what corrective actions are needed, what training issues you have and any specific market you want to capitalise on, hence, we can now set your objectives and associated action plans which will lead to daily activity lists and job descriptions. This process ensures that the job descriptions are directly related to your business objectives. Cash Flow….……. Whilst this covers the income and expenses, it also looks at the activities required to generate the required new business income. Time Management……..….In this module you decide what are the most important daily tasks, how will you appraise your own performance and how will you appraise your staff’s Performance and what records you will keep.. The Benefits..You will have your own plan written by yourself for your own reasons! Hence, you will have ownership, meaning and purpose! Results are a culmination of your and your staff’s behavior! You will be in control and be able to manage the behavior, not the result!! You will be aware of what is actually being done in your business! You will have job descriptions! You will be able to conduct better performance appraisals! You will be better able to determine training needs! Work culture will be much more productive! Staff will be working towards a common purpose! You will know where your business is headed! You will be back in the pilot seat!

 

David has been an advisor to our business for a number of years. He has helped ARCS (Austalian Restorative Care Services) through especially hard times when the business was in dire straights and confronted with the prospects of ceasing operations. David provided support, coaching, consultation and expertise to bring ARCS into a position of growth, high performance and to the point that now we are recognised as an industry leader.
This incredible road from the bottm to the top was rapid, though not without pain and hard work. It was achieved using David’s “Your Complete Business Guide” processes and David’s continued support and encouragement guiding us along the way.

David is now a member of ARCS Advisory Board. He has shown us that he is dedicated to our cause and has offered us with a wealth of information and advice.

Sally McIntosh
RGN, MHN, BA(Computer Science), Master of Engineering IT&T, Remedial Therapist
Director, Austalian Restorative Care Services.

 

I wanted to express my sincere thanks for your help with the business planning exercise. The software and book are brilliant and really allow us to draw up the big picture battle plan. The success of course is in the implementation and the plan has all the activities to ensure the success. Your background and previous success in the sales arena is also very helpful. We look forward to a long relationship.

Kel Spencer
Managing Director, LJ Hooker Commercial

 

Success in business is an ongoing process that requires careful planning and regular review. David Graham’s system of planning for business success was easy to follow and reliable. He encouraged me to remove any unnecessary distractions and form a clear vision of what I wanted to achieve, and why I was in business in the first place. The “big picture” approach has motivated me to continue and develop efficient processes and achieve the outcomes I am seeking. I strongly recommend David’s methods for building a business that enables you to lead the lifestyle you deserve.
Simon Starr
Director, Fit For Success

 

David’s role was to assist me in the development of a Financial Services Practice. At commencement I was a sole trader, but now operate under a corporate structure with six other people either employed by, or associated with the practice. It would not be an understatement to say that David has materially assisted in the development of my business.
I always found David willing to consider both new ideas and the alternative viewpoint. While willing to express a point of view, David demonstrated a great deal of empathy with constructive comment on his part, and guidance and a very positive attitude.

David always appeared to have a good understanding of the external factors which could impact on the development of my business and was therefore able to guide me in a manner which contributed to the current status of the business.

Haagan van Dyke,
Director, Haagan van Dyke Agencies Pty Ltd.

 

We would like to thank you most sincerely for being an invaluable member of Oakbank Insurance Services this year. You came to Oakbank at a time when support and advice was needed and so it was through your expertise and guidance that we have been able to steer the Company in a direction of realistic but challenging goals and supported by enthusiastic and energetic people who trust in Oakbank Insurance Services the way we do.

Marlene Hughes.

David, allow me to add my personal thanks for your valuable input.

Justin Hughes
Director. Oakbank Insurances Services

 

Recently we have used the services of David Graham in providing ongoing training and support to our staff. David has also provided excellent support ad advice with respect to our long range business planning. As I have been so happy with results, I am more than happy to refer David to some of my clients.
Andy Murdock,
Director, Giles Murdock
Authorised Rep, Associated Planners Financial Services.

 

David Graham, the man who transformed my thinking!
I met David at a very opportune time in my life. Things were good but I knew they could be better. But, How?
My skills were getting rusty through limited use. They needed restoration.

Identifying the aspirations, qualifications and inspirations led to eliminating my desperations and set me on the path of clear direction. We were able to work together to structure a living document that lifted my negativity and replaced it with a new quality of life. Suddenly, I knew what I had to do, when I had to do it and who I was going to be working with. The haze was disappearing.

Next came the application of my new business plan. Hiccups, back to David, a review and again clear direction. No simple directions will get any of us through life. Complications will arise. When they do it’s great to know that there is a mentor to trust and share the load.

David Graham has changed my perspective and encouraged the growth which I always knew was there somewhere. Clear requests for information in his programme “Your Complete Business Guide – Planning, Appraising and Managing for Profit” enable me to observe my talents and restructure a meaningful future.

Thanks David Graham.

Ric Starr
Agent. Real Estate

 

Under David’s guidance my business grew in excess of 20% per annum to the stage where I now enjoy a very comfortable standard of living and financial independence. We had difficult times too and David gave me the necessary encouragement to keep on track. If you need to achieve your personal goals and personal aspirations, I commend you to “Your Complete Business Guide”.
Clive Harris
Director, Clive Harris & Associates Pty Ltd

 

David’s guide is well presented and easy to understand for anyone who has ever struggled to achieve their personal or business goals. It helps you to see what is really important in your life and how to achieve your goals.
Karen Halliwell
Owner, Original Sin Lingerie

 

Foreword Page 1 Planning - An Overview Page 2 In Conflict You Make Choices, The Decision Is Yours Page 4 Motivation (Motive for Action) Page 6 Setting Objectives page 8 Developing Action Plans page 10 Conducting Periodic Reviews page 13 Organizational Benefits of Planning page 16 The Common Denominator of Success page 18 How Much Do You Personally Need? page 19 The Business Plan page 34 Vision Statement page 38 Mission Statement page 45 Profile page 49 Business Summary Page 54 Statistical Data Page 66 Core Functions Page 75 Tasks Page 79 S.W.O.T. Analysis Page 90 Market Analysis Page 96 Key Objectives Page 106 Cash Flow Page 110 Strategies and Action Plans Page 115 Daily Activities Page 118 Time Management Page 122 Expenses sheets (spare) Page 124/5 Staff Sheet (spare) Page 126 Marketing Action Plan Worksheet (spare) Page 127 Key Objective Sheet (spare) Page 128 Required Activity Sheet (spare) Page 129 Lifestyle Goals sheet (spare) Page 130 Organizational / Business Chart Page 131 Activity Value Sheet (spare) Page 132 Budget Spreadsheet (spare) Page 133

David Graham has been highly successful in both sporting and business leadership roles, consistently leading teams and individuals to achievement of their goals and objectives through his easy to follow proven step by step system.

His professional success through his working life has included responsibility for all aspects of Recruiting, Training, Sales, Budgets, Business Retention, Servicing Strategies, Marketing Strategies with complete responsibility for the writing and implementing of Annual Business and Action Plans.

David’s processes have allowed him to achieve 100% of up to 18 objectives in any one year. The process adopted by David addresses all the basic principles that allow achievement of all business and personal goals. The process will be shared during David’s workshops and seminars, along with his publication and interactive CD Rom.

David’s accomplishments have included Sporting Premierships, Manager of The Year Awards, Premier Sales Team Awards, Lifting his team from bottom to top of the table, dramatically increasing the percentage of business from referral sources and relationship marketing, writing training manuals and business plans, along with achieving a work culture score of 93% resulting in recognition as one of Australia’s top managers by International Consultant, Wilson Learning.

David has completed many training courses including Change Management, Train the Trainer, Chartered Insurance Agency Management, Business Certificate, Certificate IV Workplace Training and Assessment, Diploma Financial Planning , is currently an Advisory Board Member and has consulted to business from a variety of fields. It would seem David was destined to lead the way with his publication -”Your Complete Business Guide”- with information gleaned from all areas of his professional experiences.

 

Your Complete Business Plan by David K. Graham
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