Business Planning Service

Business Planning Service

Success is about planning.  We want to help you achieve success.

Our Business Development offerings are practical and tangible services that help to create long term value.  Business Planning is a great starting point.

Business Planning

An effective business planning process gets to the heart and soul of your business.  Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear and concise Business Plan.


This session will require you to take time out from day to day activities in the business to focus on the business.  Together we’ll review your past performance and clarify your future direction. 

We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues.  You’ll set solid and realistic business goals and define strategies for achieving them. 

At the end of the session your easy to understand one page business plan will act as a guide for you (and your team) to successfully implement your desired changes.  It will ensure your business is on course for success.

Our Business Planning service eliminates a factor that is all too common in business - PROCRASTINATION.

Key benefits of having a Business Planning session:

  • Review and set business direction
  • Align goals amongst the directors
  • Identify Gross Revenue Targets and Key Performance Indicators
  • Establish a robust accountability system
  • Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them
  • Set timeframes for achieving goals
  • Identify what support and resources you will need to achieve your goals 
  • Enables you to communicate your business goals and vision with your team
  • Provides a platform to develop Financial Forecasts
  • Use as a basis to set team members' individual goals and targets

Any time is a good time to complete a Business Plan.  Business Planning is crucial if you’re considering a new business venture.

Call us today to understand how our Business Planning service will help you.

Want to grow your business & improve cash flow?

You need SMART solutions for YOUR business, not just annual tax compliance! Get the SMART team working with you. Call SMART Business Solutions today on 03 5911 7000 or reception@smartbusinesssolutions.com.au.

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Get your B.I.T.E Conference 2020 tickets for only $100. Be one of the innovators who stays ahead of the curve (and saves $75). Valid until 30 November 2019.



Here's a rare local opportunity to learn more about marketing and managing your business and keeping up to date with the latest innovations that can help run your business more efficiently. A sell out event for the past three years, B.I.T.E Conference is the premier small business event in Greater Melbourne and Frankston region.

Join Shannon and the SMART Team at the first 90 minute Lunch & Learn Workshop for 2020!

It doesn't matter if you're a retailer, tradie, health practitioner or one of a thousand other businesses. The tools remain the same. We're all about getting you on track to help you understand your business, make realistic goals and to be better positioned to reach your business goals.


Session # 11 - 3 Essential Tools for Business Success 

By attending this event you’ll learn the three most powerful tools for business success and how to use them, including:

Our final Lunch and Learn for 2019, this session puts the wheels in motion to ensure your 2020 is spent being results focussed, productive and more aligned with your business goals than ever before.