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502-015 - Business Plan Control Sheet

The preparation of a Business Plan is a very in-depth analysis of a client's business affairs. Unless proper control sheets are utilised to control the business plan preparation process, then it is very easy to lose track of the actual assignment. The Business Plan Control Sheets summarised in this ...Read more
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  • Description
  • Specifications

The preparation of a Business Plan is a very in-depth analysis of a client's business affairs. Unless proper control sheets are utilised to control the business plan preparation process, then it is very easy to lose track of the actual assignment.

The Business Plan Control Sheets summarised in this paper have been proven over a ten year period as being very suitable for the control of a business plan project.

The forms commence from the first interview with a client and include:

  • forms to facilitate the preparation of the quotation
  • standard letters for correspondence with any Government Department with subsidies available for the preparation of the business plan
  • correspondence with the client in relation to the quotation for the work to be undertaken
  • correspondence with the client's accountant, if the client is not a normal accounting client of your firm
  • timetables
  • forms to facilitate staff interviews, staff surveys, customer surveys, shareholders' surveys
  • progress claim invoices
  • final letters to the client and Government Department (if any) with the final business plan

The information is presented in one hundred pages, under the headings:

  • Work Requirement Form (MC1)
  • File Header Form (MC2)
  • Assignment Control Form (MC3)
  • Information Required/Available From Client Form (MC4)
  • Quotation Form (MC5)
  • Work Programme Timetable (MC6)
  • Letter To Client - Engagement Letter & Quotation - (State Government Subsidy) (MC7)
  • Letter To Client - Engagement Letter & Quotation - (AusIndustry Subsidy) (MC8)
  • Letter To Client - Engagement Letter & Quotation - (No Subsidy) (MC9)
  • Ethical Letter To Client's Accountant (if the client is not a client of your firm) (MC10)
  • State Government Department - Subsidy Application Letter (MC11)
  • AusIndustry Scheme - Letter to AusIndustry (MC12)
  • Letter To Client Confirming Government Subsidy Approval And Commencement Of Assignment Date (MC13)
  • Letter To Client Confirming Work (MC14)
  • First Progress Claim Invoice (Mobilisation Fee) (MC15)
  • Letter To Client With The Business Plan Questionnaire And List Of Information Required (MC16)
  • Working Paper File Index (MC17)
  • Record Of Client Data Received (MC18)
  • Second Progress Claim Invoice (MC19)
  • Acknowledgement Letter To Client Re Receipt Of Client Data (MC20)
  • Letter To Client With Draft Business Plan (MC21)
  • Letter To Accountant With Draft Business Plan (MC22)
  • Third Progress Claim Invoice (MC23)
  • Letter To Client With Final Business Plan (MC24)
  • Fourth And Final Progress Claim Invoice (MC25)
  • Letter To State Government Department - Enclosing Final Document (MC26)
  • Letter To AusIndustry - Enclosing Final Document (MC27)
  • Final Document To Client's Accountant (if client is not a client of your firm) (MC28)
  • Letter To Client Returning Data (MC29)
  • Preparation Of File/Diary Note Re Follow Up Action (MC30)
  • Acceptance Questionnaire (MC31)
  • Standard Staff Interview Form (MC32)
  • Standard Shareholder Interview/Survey Form (MC33)
  • Standard Customer Survey Form (MC34)
  • Other Standard Key Stakeholders' Survey Form (MC35)