Step 2: MASTER THE DISCIPLINES Step 3: IDENTIFY THE IMPROVEMENTS What three to five projects will you implement next year that will change and enhance...
Business Plan. Contents 2 Contents ... we stand out from competitors like Mc Donald’s and Burger King by offering a unique combination of fast,
Page 2 of 26 Business Plan OWNERS Business name: Example Corporation Address: Address Line 1 Address Line 2
Use and Reprint Rights for Your FAST Business Plan Template. This template has been written to include instructions for creating your final business plan. You are free to edit and use the material ...... The NB&G's primary goal is capture 2% of the l
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Business Plan for an Established Business The business plan consists of a narrative and several financial spreadsheets.The narra-tive template is the body of the
TM guide to writing a business plan What is a business plan? A business plan is a written document that describes an idea for a product or service and how it will
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Business Plan Guidelines Preparation and Use The business plan should be an integral part of the management and oversight of a financial institution
Business Plan Questionnaire Page 2 5. Why you started the company/got into the business 6. The company’s achievements and significant milestones to date (please
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The business plan should begin with a title page that includes ... Weaknesses, Opportunities and ... Think of your mission as your guiding principle in dealing with your
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It is agreed that the Recipient wishes to read and consider the Business Plan produced by the Business and the Business ... produce is evident to help make us stand
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Business Continuity Plan Overview Existing BC Plan Layout BCM Team Document Page: 2 Layout of Proposed BCCM Template Table of Contents Cover Page
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referral fees you
THE PLAN • Form A – Immediate Actions Checklist is a list of the actions that should be taken in response to the initial incident. The checklist is not prescriptive,
Loan Officer Business Plan Worksheet Step 1: KNOW YOUR NUMBERS During this exercise we will walk you through the process of quantifying your plan, all the way from the number of leads you will need to the number of loans you will need in order to reach your annual income goal.
Year 1. What is my desired income level?
$
2. Average commission per loan for the last 12 months
$
Month $
Week $
Day $
3. Number of funded loans required (#1 divided by #2) 4. Average loan amount for past 12 months
$
5. What is my dollar closing goal? (#3 x #4)
$
6. Funding to application % (should be a minimum of 80% - target of 95%)
%
7. Calculate the number of applications I’ll need to meet my funding goal (#3 divided by #6) 8. Prequalification to application conversion rate (should be minimum of 25% working toward 75% with DISC training)
%
9. Number of prequlifications required (#7 divided by #8) 10. Refinance percentage in previous year?
%
11. Hourly wage (#1 divided by 2,080) Record the numbers in the boxes from #3, #7 and #9 on the top of your One-Page Simple Business Plan. Copyright 1998 Building Champions, Inc.
Step 2: MASTER THE DISCIPLINES
What are the mandatory disciplines that will cause you to succeed regardless of market conditions or other factors affecting your performance? Record your disciplines on the above diagram then transfer them to your One-Page Simple Business Plan. Examples: • Monthly P&L review tracking ROI - first Fridays • Set 2 appointments with partner prospects weekly • Schedule recurring weekly team meetings regarding • Partner planning meetings monthly goals - every Monday at 7 a.m. • Two hours of ON time weekly to practice or learn new skill - same day and time • Daily pipeline meetings • Five loyal client calls per day set as a recurring activity Step 3: IDENTIFY THE IMPROVEMENTS What three to five projects will you implement next year that will change and enhance your business? Prioritize them and assign target completion dates. Record your projects below and then transfer them to your One-Page Simple Business Plan. 1. ______________________________________________________________________
