Small Business

Coaching Business
Plan Release 3.0

Classification: Confidential
 Table of Contents

Business Plan
1.0 Eligibility Criteria
1.1 Eligibility Criteria Declaration
1.2 Previous Participation in Small Business Coaching (or NEIS)
1.3 Intent to Travel Overseas
2.0 Executive Summary
2.1 Introduction / Business Background
2.2 Implementation of Marketing, Operations, Technology and E-Commerce Strategies
2.3 Personal and Business Goals
2.4 Two Year Financial Summary
2.5 Sources of Funding
2.6 Conclusion
3.0 Management and Legal Plan
3.1 Legislation and Licensing Requirements
3.2 Work, Health and Safety (WHS)
3.3 Codes of Practice
3.4 Business Structure & Business Name
3.5 Business Location
3.6 Qualifications and Skills
3.7 Key Roles and Responsibilities
4.0 Marketing Plan
4.1 Goals of Marketing Management
4.2 Market Research, size and outlook/trends
4.3 Products/Services, Features and Benefits
4.4 Price and Pricing Strategy
4.5 Target Market
4.6 SWOT Analysis
4.7 Competitor Analysis & Competitive Advantage
4.8 Promotional and Marketing Activities
4.9 Customer Service Standards

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 4.10 Business Alliances and Networks
4.11 Review of Marketing Performance
5.0 Operations Plan
5.1 Goals of Operations Management
5.2 Resource Requirements and Suppliers
5.3 Resource Maintenance
5.4 Production/Servicing Process Management
5.5 Quality Standards, Control & Management
5.6 Payment Type & Credit Policy
5.7 Manage and Review Operational Performance
6.0 Risk Plan
6.1 Business Risks and Management Plan
6.2 Disaster / Contingency Planning
6.3 Business Insurance
7.0 Appendices

Classification: Confidential
 Business Plan

CONTACT DETAILS

Contact Name:

Daytime Contact Number:

Email Address:

Home Address:

Business Address:

Website:

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 1.0 Eligibility Criteria

1.1 Eligibility Criteria Declaration

In the table below, declare 'Yes' or 'No' for each of the eligibility criteria:

Eligibility Criteria Declaration (Yes or No)

The business is lawful and capable of Yes

withstanding public scrutiny. No

I/we will have controlling interest in the Yes

business. No

The business will be established, located Yes

and operated solely within Australia. No

The business will be adequately insured Yes

for the duration of the Small Business No
Coaching Agreement and will include
public liability insurance.

Are you currently bankrupt? Yes

No

Is the business currently operating on a Yes

commercial basis? No

Are you currently engaged in education Yes

and/or employment for more than 25 hours No
per week?
Note: Excluding Small Business Training provided
under the Self-Employment Assistance Program.

Declare here how many hours each week 35+

you will work in your business.
(Note: must be a minimum of 35 hours per week
unless you have part time mutual obligation
requirements. If you are unsure, discuss this with
your Consultant prior to responding to this question

1.2 Previous Participation in Small Business Coaching (or NEIS)

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 Have you previously participated in Small Business Coaching (or NEIS)?

Yes
No

If you responded 'Yes' to the above, you must explain the following:

What were the challenges you faced at that time?

Your lessons learnt?

How do you plan to overcome those challenges to succeed in this business?

I will use my knowledge and full energy to succeed the business.

1.3 Intent to Travel Overseas

Do you intend to travel overseas during the period of your Small Business Coaching Agreement?

Yes
No

If you responded 'Yes' to the above, you must explain the following:

Reason for the travel

Approximate travel dates with proposed duration

The travel costs identified as per your financial plan documents

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 2.0 Executive Summary

Although you are completing the Executive Summary after all the other sections of the
business plan have been completed, it is the first section that will be read. In each of the
headings under the executive summary in 1 or 2 short paragraphs, pitch your idea to
the reader. Keep it short and engaging; really sell your idea!

2.1 Introduction / Business Background

What is your business idea?

My business idea is to helping home owners in regards to their home maintenance

wherever they need.

Describe your target market.

My basic idea to cover the business locally, within 30kilomiter radius from local suburb.
Provide reason….

How do your products or services solve their wants or needs?

My business idea to property maintenance and labor hire. My service cover

homeowner, property investor, business owner and tenant as well.

2.2 Implementation of Marketing, Operations, Technology and E-

Commerce Strategies
How do you plan to market your products/services?

As I work locally and my target market is local people, my marketing strategy will be as
follows:
 Letterbox dropped.
 Word of mouth
 Signs
 Card holders and flyers holders’ local retail shop.
 Ad on local paper

How will you produce quality products/services in the most efficient and cost-effective way?

I do my work with entrepreneurship. Based on my 10 years of experience in same

industry. I provide lot of different service that homeowner needs on regular basis.

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 How will you use technology/e-commerce in your business?

As my business and target customer are based local community. I will use social media
advertisement, potential plan to develop my website and it will help my business to
grow.

2.3 Personal and Business Goals

In the table below, outline your top 2 Personal and Business Goals

Personal Goals Business Goals

Financial independence Do the business expansion. Hire new staff
for the business and I will do the marketing
and financial.
keep separate business life and personal life Build up the most trusted business name in
separate. local area.

2.4 Two Year Financial Summary

Copy / Paste Table 9 from your Finance Plan here...

2.5 Sources of Funding

Do you require funding to establish your business or for periods of negative cashflow?

Yes
No

If 'Yes', provide details of the lender, how much you are borrowing, loan repayment amount and
the items being funded. You will need to provide supporting documents in the appendices section.

2.6 Conclusion
How will running your own successful business meet your personal goals outlined in section 2.3?

Overall, If I follow the business plan and financial plan, within two years’ time, my
business will make enough to cover my living expenses.
By running this my own business, I will be aware of business law and able to separate
personal life and business life.

Does the net profit in year two meet all your living expenses?

Yes
No

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 3.0 Management and Legal Plan

3.1 Legislation and Licensing Requirements

Legislation (that is, laws) are made so that everyone in society knows which behaviours
are acceptable and which are not. There are a number of key provisions of relevant
legislation and regulations from all levels of government that may affect aspects of
business operations, such as:
 Anti-discrimination legislation -
 Equal Opportunity -
 Privacy Laws -

Explain how the above 3 laws apply to your business.

Equal Opportunity: As my profession to work as a handy man, I will ensure that all
people of all races, colour, gender, ages, etc. are treated equally.
Anti-discrimination legislation: To ensure that no person is discriminated against.
Privacy Laws: As a business owner I will be collecting lot of personal information
including, personal details and bank details. To ensure that a privacy plan is put into
place and adhered to at all times.

How do you plan to comply with these requirements?

All clients will be treated equally and I will be charges them based on my business rate.
Client will not be treat based on race, gender, culture and so on.
A professional relationship is important, and no bias would occur for price, treatment
and ongoing communication and mutual respect would be shown at all times.
The privacy act applies to my business, example being I would receive information from
a customer relative to them and that would be kept between myself and the client to
ensure their privacy is kept private.

https://ablis.business.gov.au/

From your research, outline below your findings: (Example only. Do your own research and copy
and paste all heading from your findings)

 Australian Business Number Registration

 Australian Consumer Law (ACL)
 Australian Privacy Principles
 Food Business Compliance in Victoria
 .

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  .

In the table below, detail the licences required for your business based on information
from the Australian Business Licence Information Service (ABLIS) for any
Commonwealth, State, Territory and Local Government legislation:

Legislative / Details (number) Date of Issue Expiry/Renewal

Licencing Date
Requirements

ABN

Bus name reg

White card

3.2 Work, Health and Safety (WHS)

The key aims of the WHS act are to:
 Secure health, safety and welfare to people at work
 Protect the public from the health and safety risks of the business activities.
 Eliminate workplace risks at the source.
In the table below, list the main safety hazards in your business and how you plan to
protect yourself and others from these hazards.

Describe the Hazard Safety Plan to Protect Self/Others

Risk of falling Secure ladder properly

Maintain 3 point of contact.

Fall from roof Full Protection of harness

Use roof rail while working on roof.

Where will you record your incidents (near misses) and accidents?

I use an incident logbook where I use all the incidents that happen during my work.

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 What is your plan to review and continuously improve your safety processes?

I review that regularly and make a note and use the procedure when do the same type
of work.
 Review the previous incident.
 Keep up to date all safety policy and procedure.
 Regular review of hazard list and if any changes.
SWMS – safe work method statement.

3.3 Codes of Practice

A code of practice is a set of written rules, which explains how people working in a
particular profession should behave. For example, auctioneers violate a code of
practice by dealing in stolen goods.

What are the industry codes of practice relevant to your business? How will your business comply
with these codes?

Working as a handyman where I involve with small construction, carpentry, painting and
few other small properties maintenance work, I have to follow the following industry
code of Practice:
 First Aid in the Workplace
 Hazardous Substances
 Lead
 Manual Handling
 Falls: Preventing Falls in General Construction

3.4 Business Structure & Business Name

What is your business structure?

Sole Trader
Partnership
Company
Trust

Why have you chosen this structure?

Easy to control, flexible. Have a tax benefit as new business owner.

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 What is your Australian Business Number (ABN)?

What is your registered Business or Company Name? How does this name help promote your
business to the customers? If you are not registering your business name, then write 'I will be
operating under my own name'
Write your business name and why you choose that?

3.5 Business Location

Where will your business operate from? Note: If you have a commercial premises and a lease,
provide details of your lease agreement (you will need to provide this document along with your
final business plan proposal)
Where will your business operate from?

What facilities does the premises have?

All working facilities include air condition, internet and wi fi connection, related furniture,
toilet and so on.

Explain how the location will be of benefit to your business.

Ease to work.
Work any time.
Work life balance and so on.

3.6 Qualifications and Skills

In the table below, list yours and other business owner(s) key qualifications that are
relevant to this business:

Qualification Name How does this Date of Issue

qualification help your
business?
White card

In the table below, summarise yours and other business owners key skills that are
relevant to this business:

Skills Explain how this skill helps in your

business

Construction skill Help me to do the maintenance work

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 Communication skill Help me to communicate, quoting, and
negotiation with client.

What further qualifications / skills would you like to develop that would be helpful in your
business?

Qualification / Skill How will this qualification / skill help in

your business?

Management skill Managing and prioritize work load.

Accounting skill Invoicing, quoting and tax.

3.7 Key Roles and Responsibilities

In the table below, list the tasks required in your business and identify who will be
responsible for what tasks? If you require a specialist or professional service, identify
the specialist you will need to engage and how much they will charge for their services:

Task Responsible Due Date Cost

Person

Accounting/bookkeeping Accountant July 2024 300

Invoicing Myself Regular work 0

Marketing Myself On going work 0

Communication Myself On going work 0

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 4.0 Marketing Plan

4.1 Goals of Marketing Management

Generally, the main goals of marketing are around generating high-quality leads (or
opportunities), acquiring customers, increasing sales, repeat sales, up-sell (sell more of
the same products to existing customers) and cross-sell (sell additional products to
existing customers)/

Write three key goals for marketing your products/services in the first year of your
business. Write these goals using the 'SMART' acronym (Specific, Measurable,
Achievable, Relevant and Time Bound). For example:
 Get 3 quality leads every week starting from May 15, 2023.
 Convert leads into one new customer per fortnight.
 Cross-sell one additional product to existing customers by offering additional
products at every contact

1. Locally trusted business name: Always receive good feedback. Make my client
happy which increase the word-of-mouth work. This is key marketing policy. I try
to increase my work as much as I can through customer satisfaction since I start
my business from 1st August 2023.

2. Being on time doing the job: Always be on time. Complete job by due date where
possible. If I need extra time, inform as early as possible.

3. Up selling/additional sales of my skill: For each client, whenever I am on site, I

always try to find the new opportunity. My normal procedure is go the quick run
down to the whole property and find the what else need to done.

4.2 Market Research, size and outlook/trends

What research did you do to start and operate your business?

There are huge demand for reliable worker in trade industry. Local people need handy
man who is reliable and local as well. From this concept I offer one fit man and two
hands.

What are the three key findings from your research?

1. People looking for someone from local area.

2. People are happy when they find someone known, responsible and committed.

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 3. Turning up on time. Never be late on work and complete the job on time.

How big is your market?

My work area is around 30km around my home. There are 60000 residences and
10,000 business operating in this area.

What are some recent changes and developments?

Due to the recent housing boom and shortage of property there are lots of property
development happening in this area. Which create plenty of business opportunity.

Explain whether you believe that the market for your products/services is growing or shrinking?

Market is growing. I predict, property market will be double in 10 years.

4.3 Products/Services, Features and Benefits

Features are facts about products or services that tell a customer what it does.

Benefits give customers a reason to buy because they explain how your product or
service improves their lives.

To translate features into benefits, answer the question, 'So What'?

Fill in the table below with your Products/Services (or range), Features and Benefits:

Product/Service Features Benefits

Handy man service Home maintenance and Helping people on time,

repair reliable and quality
guaranteed service

4.4 Price and Pricing Strategy

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 In the table below, fill in your products/services pricing strategies, costs and selling
prices:

Product/Service Cost Price Strategy (why are

Name you selling your
product/service at
this price?)

Handy man service 0 $ 50/Hour Market rate

What information did you gather, and from where to determine the above pricing strategy?

To get the current market information, I always talk with local business, talk with
industry people, market pricing, other competitors, and so on. When I get all the
information, I charge a bit lower to capture the market.

4.5 Target Market

Niche marketing focuses on the needs of a narrowly defined market segment with a
specialised offer based on expertise and specialisation. This in essence allows a
business to become a 'big fish in a small pond'. Please complete the following table for
two potential segments you plan to target:

Characteristic Segment 1 Segment 2

Name of the segment. Homeowner Business owner

What is their age group?

What are their genders?

How much do they earn? n/a

What is their Lifestyle?

Where do they look for

information?

How much do they spend?

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 How often do they buy?

What is the real reason they People need home Business maintenance
buy? maintenance

Provide details of where you sourced this information (e.g. Google search on ???)

Mostly my source of work is word of mouth which get from work colleague, business,
and old clients.

Which segment is the easiest for you to reach and service?

Homeowner who needs to do small job.

Which segment is the most profitable for you to target?

Homeowner who needs to do small job.

4.6 SWOT Analysis

A SWOT analysis is a strategic planning tool that helps you to identify and analyse your
business's internal strengths and weaknesses, as well as
external opportunities and threats. It is used for crafting strategies and planning
resource allocation to make sure that a business utilises its strengths, overcomes its
weaknesses, exploits the opportunities and combats the threats.
In the table below, please list your business's strengths, weaknesses, opportunities
and threats and your strategy or action plan to address each of them.

Strengths How does this strength Strategy to utilise this

impact your business? strength

experience With this experience, I can I can use that in my

offer more work than the advertisement and in my
handyman service only. work.

Weaknesses How does this weakness Strategy to overcome this

impact your business? weakness

Limited travel Reduce my business area. Search more work in my

local area and promote
local handyman service

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 Opportunities How does this Strategy to exploit this
opportunity impact your opportunity
business?

Big demand for handyman Due to high demand, never Stay in local area, and
work short of work satisfy local customer which
increase my reputation.

Threats How does this threat Strategy to combat this

impact your business? threat

weather Weather can change Try to work undercover, if

anytime and could not be possible reschedule the
able to work undercover job.

4.7 Competitor Analysis & Competitive Advantage

Complete the table below with your main direct and indirect competitors.
Tip:
Direct Competitors are selling the same product of service as you are.
Indirect Competitors are selling a different product of service offering a similar
outcome.

My Business Direct Competitor Indirect Competitor

Name of Business Describe your Your competitor Any large

business organization or
indirect competitor

How long in
business?

Products / Services

Prices they charge

Discount Offered

How do they
promote?

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 How do they
distribute?

Strengths

Weaknesses

Source of
information?
Example website
investigation

Based on your observations from the above table:

What advantages do your competitors have over your business?

My competitors have advantage over my business is:

 Online marketing
 Big company
 Work in large area.

What advantages do you have over your competitors?

I have the advantages over your competitors are:

 Local handyman
 10 Years’ experience
 Good customer relation

Explain how you plan to overcome your weaknesses and build upon your strengths.

To overcome my weakness, I will source enough local work.

My first target will be segment 1: homeowners.

4.8 Promotional and Marketing Activities

Complete the table below for your main marketing activities to promote your business:

Marketing When/How Often Cost Result Expected

Activities to
promote business

Social Media On going 0 Increase my sale

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 Website Work in progress 100 More clients and
more online
enquiries

Networking On going 0 More work.

Word of mouth On going 0 Increase my clients.

Flyers & Business On going 0 Increase my clients.

card

Flyers in the letter On going 0 Increase my clients.

boxes

4.9 Customer Service Standards

Outline how you will do the following:

Provide a prompt service to customers to meet their needs.

Respond to client ASAP. No later then 12 hours.

Ontime: I always arrive and finish job on time as committed.

Promote or sell additional products/services to the same client.

Upselling: Whenever, I get any contact with my client, I always look around the property
and just inform owners if there is any other work need to done ASAP.

Terms of trade and refund policy.

Term of Trade: Discuss with clients and both parties agreed with price and time taken to
do the job done.
Refund policy: Customer satisfaction guaranteed. If not, will refund the money or redo
the work.

Compliments and Complaints procedure.

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 Compliments: will advertise on website and social media.
Complaints: Customer satisfaction guaranteed. If not, will refund the money or redo the
work.

How do your customer service standards help to achieve your marketing goals in section 4.1?

High customer satisfaction will help to bring more clients. People buy me additional
service and increase my WOM job.

4.10 Business Alliances and Networks

Business networking allows you access to opportunities you might not be able to find on
your own and they can increase referrals to your business.
How will you do the following:

Participate in business or professional networks?

If you are involve with any professional network, please add them here. There are a lot
of online group you can add yourself to understand the industry.
Working with other trades (like plumber, builder and so on) and exchange business
card and flyer and request to do refer. I do visa versa.

Initiate or develop new business relationships and contacts?

To promote my business, I always distribute my business card to my new client and

new business/suppliers.

Provide information to new network contacts?

Distribute my business card, fryer, involve in social media, exchange website and so
on.

4.11 Review of Marketing Performance

You will need to review your marketing performance and record any feedback that will
enable you to improve your service to your customers.

How will you collect client feedback to determine your customers satisfaction with the promotion of
your product/service?

Conduct regular survey. Request to do after completion of job.

Direct Feedback from clients.
face- face feedback.

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 comments on social media pages, and direct messages via website.

What will you do with that feedback?

Accept compliments and address any concerns for improvement. I will respond to
feedback within a 24hr period. I will thank the person for the feedback and take steps to
accommodate their requests and to come up with a solution should one be required
(dependent on the feedback).

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 5.0 Operations Plan

Operations management could be described as things you are required to do to ensure

that products/services are delivered to the customer through a set of pre-defined tasks.

5.1 Goals of Operations Management

Generally, the main goals of operations are around quality, speed, dependability, flexibility and
cost. Write three key goals for the operations of your business. Write these goals using the
'SMART' acronym (Specific, Measurable, Achievable, Relevant and Time bound)

• Providing the quality and on time service

• Flexible work arrangement based on client demand.
• Cost effective work arrangement

5.2 Resource Requirements and Suppliers

All operations processes need inputs such as raw materials, knowledge, equipment,
time etc...to convert them into products/services that the customers are happy to pay
for.
In the table below, list the main resources required by your business in the first two
years of operations to meet the three goals listed in section 5.1:

Resource Own or Buy? When do you Estimated cost Suppliers

Description need to buy? ($)

Laptop Own n/a 1000 Local tec shop

Ladders, tools Own N/a 2000 Local hardware

etc. shop.

Raw materials Buy Based on work Based on work Local hardware

shop.

Based on the observations from the table above: Discuss whether the most critical resources for
your business are available from multiple suppliers?

Based on my business, my regular supplies are the most critical supplies. To get that I
use different suppliers such bunnings, home timber and hardware.

What is your plan to manage these critical resources?

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 I plan to use different suppliers; means I am not dependent with any single shop or
business. Also, single suppliers always does not all supplies that I need for my on going
work.

What is your plan to manage the relationship with these critical suppliers?

Regular communication, research on market and communicate if I require anything.

5.3 Resource Maintenance

Having a maintenance plan in place will help improve equipment life, improved safety
and reduce the risk of your equipment failing on the job. Complete the table below for
the maintenance of your key resources.

Resource Maintenance Frequency Cost ($) Supplier

Description Required

Laptop Regular Yearly 100 Local repair

maintenance shop

Ladder Regular After every use 0 Myself

cleaning
Check for
damage.

Tools Regular
cleaning.
Check for
damage.

5.4 Production/Servicing Process Management

A simple way to think about processes is how you do things in your business.
Processes will vary depending on your product or service. It could be a manufacturing
process, a process for packaging, or a process for delivery of exceptional customer
service. Some processes may involve third parties.

Describe the key processes required to produce and deliver your products and/or services.

My business key process are as follows:

Step 1: Do the Marketing my work through social media, website and WOM.
Step 2: When I get a phone call/online enquiries for a job, first step to provide my quote

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 based on the work details
Step 3: I always explain work process and how long it will take to complete the tasks.
Step 4: . As long as client agree with all initial, I do my job plan
Step 5: Complete the work.
Step 6: Receive Feedback.

What controls do you have to ensure consistency in each of your processes?

On top of that, as my work, client pays the raw material cost, I always explain the
quality of product with different price and it’s a client choice whatever they would like to
pay. I always arrive and complete my work on time.

5.5 Quality Standards, Control & Management

According to Juran, quality is defined as 'fitness for intended use'. In other words,
quality is 'meeting or exceeding customer expectations'.

For each of the processes described in section 5.4, explain how you plan to monitor and control
quality. (If you are any specific industry, such as NDIS, Please attached NDIS Code Of Practice
and quality control procedure)

 Explain client what quality raw material they would like to buy.
 I follow all safe regulation and standard.
 Do post work inspection.
 Quality work.

What steps will you take to meet product/service safety standards?

Always do inspection at beginning and end of work, if anything dangerous or unsafe,

inform client to observe or remove/eliminate if possible.

5.6 Payment Type & Credit Policy

What payment types will you accept? (Cash, Credit, Bank Transfers, PayPal etc…)

Cash, Credit, Bank Transfers, PayPal

Will you provide EFTPOS facilities?

Yes
No

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 Will you offer Credit?

Yes
No

If 'Yes' how long is the Credit period?

What is your collection strategies for overdue payments?

5.7 Manage and Review Operational Performance

According to the book, 'One Minute Manager', Feedback is the breakfast of champions.
Monitoring operational performance regularly will provide you with valuable insight into
what's working, and what opportunities exist for further improvements.
Additionally, 'what we don't measure, we cannot improve'.
In the table below, list the key performance indicators and performance targets for
the goals listed in section 5.1. Describe how you will measure the actual performance:

Performance Indicator Target How will you measure?

Client satisfaction 100% Client feedback, job and

quality inspection.

Time management 100% On time to worksite.

Repeat sale/additional sale 50% Additional sale and

increase revenue.

Information availability 100% Available information

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 6.0 Risk Plan

6.1 Business Risks and Management Plan

Risk Management generally consists of identifying the risk(s) and managing the risk(s)
to minimise the impact they may have on the success of your business. Once you have
identified any risks you can then implement a plan to minimise their impact on your
business.
In the table below, list the potential risks and describe the action plans to eliminate or
minimise the impact of the risk on your continuity of your business:

Risk Action Plan

Personal sickness or injury Whenever I am sick, if possible, I call to

my client and reschedule the work.
However, if possible, I work with my musk,
using hand sanitizer and PPE and ensure I
am not making anyone else sick.

IT failure Contact with local repairer ASAP and

inform client for the delay

Machinery breakdown Will contact local repair shop ASAP. Also,

if possible, I will fix that on the spot if parts
are available.

Vehicle breakdown Will contact mechanics ASAP, organize

alternative vehicles with any other worker
who work in same site. Of course
communicate with client and update with
issues.

Supply chain failure / delays Changes job around. I ask my client about
that and reschedule the job.

Theft

6.2 Disaster / Contingency Planning

As well as the risks identified in the previous section, it is vital for business owners to be
prepared in the event of an emergency so you can recover faster or even continue to

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 trade during the event.

Examples of scenarios that may impact business activities include:

 Natural disaster (such as fire, flood, tsunami, earthquake, drought, pandemic, etc)
 Non-Compliance (contracts, privacy data breaches)
 Financial (interest rate rises, global recession)
Complete the tables below to start building your plan to minamise the potential impact on
your business if each event was to arise.

Risk: Pandemic (Covid 19 lockdown)

Likelihood: Unlikely

Impact: Very high

Actions:  Customize my work.

 Just work for essential service if
possible.
 Maintain covid 19 policy and
procedure.

Risk:

Likelihood:

Impact:

Actions:

Risk:

Likelihood:

Impact:

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 Actions:

6.3 Business Insurance

In the previous section you have put together your plans to reduce or eliminate potential
risks in your business.
In the table below, provide details for the types of insurance(s), including Public
Liability, you plan to get to protect your business:

Insurance Type Level of Cover Expected Start Premium Amount

Date
Value: 22
Public Liability
(Compulsory)
Value:
Product Liability

Value:
Professional
Indemnity
Value:
Workers
Compensation
Value:

Value:

What investigations did you do to determine the above insurance types will adequately insure your
business?

Classification: Confidential
 7.0 Appendices

Upload your business Financial Plan (tables) here...

You will also need to provide evidence that supports the content of your business plan.
Typical documentation required includes (but not limited to):

 Insurance documentation including evidence of payment

 ABN Evidence
 Business Name Registration (ASIC)
 Company Registration (ASIC) including evidence you are the Director and
Majority Shareholder
 Partnership Agreements
 Qualifications relevant to the business
 Industry Association Memberships
 Working with Children Clearance (as per relevant state requirements)
 Signed Lease Agreement for Business Premises
 Evidence of Funding

Uploaded Files:

Classification: Confidential