The Entrepreneur's Business Planner
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My Business Business Name Logo Tagline Registration # Business Information Address Contact # Tax No. Email Address Mobile # Website
My Business Brand Brand Style and Inspiration PANTONE ________ Color Palette PANTONE ________ CMYK ___________ CMYK ___________ RGB ____________ PANTONE ________ RGB ____________ HEX ____________ CMYK ___________ HEX ____________ PANTONE ________ RGB ____________ CMYK ___________ HEX ____________ PANTONE ________ RGB ____________ PANTONE ________ CMYK ___________ HEX ____________ CMYK ___________ RGB ____________ RGB ____________ HEX ____________ Primary HEX ____________ Secondary Fonts
My Business Statement Vision Purpose Values My Elevator Speech
My Core Business My Primary Products / Services Unique Selling Points (USP) • • • • • • • • • • • • • • • • • • My Target Market Where to find them • • • • • • • • • • • • • • • • • •
Online Presence Platform URL / Hashtag Username Password
My Competitors Name Primary Product Website Strengths / Weaknesses
Contacts And Access Information
Reps/Affiliates Contact Details Name Email Contact Tel Skype / DM Notes
Customer Contact Details Name Contact Person Contact # Email Notes
Supplier Contact Details Name Contact Person Contact # Email Notes
Business Contacts Name Contact Person Contact # Email Notes
Business Resources Resource Source Notes
Yearly Logs & Trackers
Yearly Goals Year: Goal Goal Action to Achieve Action to Achieve Measure of Success Measure of Success Goal Goal Action to Achieve Action to Achieve Measure of Success Measure of Success
SWOT Analysis Month 1: Strengths Weaknesses Opportunities Threats
Annual Income Tracker Year: Income Budget Expenses Budget Month Total Gross Income Total Gross Expenses Total Net Income 1 2 Notes 3 4 5 6 7 8 9 10 11 12 TOTALS
Quarter One From: ____ / ____ / ____ To: ____ / ____ / ____
Monthly Planner Month: Mon Tue Wed Thu Fri Sat Sun Notes
Monthly Overview Goals for the month How to get there Measure of Success Notes Quote for the month Priorities
Monthly Inventory Check Product # Sold # In stock In production or on order
Budget Details Income Expenses TOTALS Notes
Monthly Marketing Plan Blog Social Media Other
Customer Invoices Date Customer Invoice Amount Paid #
Supplier Invoices Date Supplier Invoice Amount Paid #
Month: Income & Expenses Date Details Income Expense TOTALS
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Week of: FRIDAY SATURDAY SUNDAY PRIORITIES _____ _____ _____ 07h00 TO DO 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Week of: FRIDAY SATURDAY SUNDAY PRIORITIES _____ _____ _____ 07h00 TO DO 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Week of: FRIDAY SATURDAY SUNDAY PRIORITIES _____ _____ _____ 07h00 TO DO 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Week of: FRIDAY SATURDAY SUNDAY PRIORITIES _____ _____ _____ 07h00 TO DO 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Week of: FRIDAY SATURDAY SUNDAY PRIORITIES _____ _____ _____ 07h00 TO DO 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
Monthly Review Improving my products Developing my Business Progress on goals What’s working? What needs to change? Steps to improvement
Monthly Planner Month: Mon Tue Wed Thu Fri Sat Sun Notes
Monthly Overview Goals for the month How to get there Measure of Success Notes Quote for the month Priorities
Monthly Inventory Check Product # Sold # In stock In production or on order
Budget Details Income Expenses TOTALS Notes
Monthly Marketing Plan Blog Social Media Other
Customer Invoices Date Customer Invoice Amount Paid #
Supplier Invoices Date Supplier Invoice Amount Paid #
Month: Income & Expenses Date Details Income Expense TOTALS
Weekly Planner MONDAY TUESDAY WEDNESDAY THURSDAY _____ _____ _____ _____ 07h00 08h00 09h00 10h00 11h00 12h00 13h00 14h00 15h00 16h00 17h00 18h00 19h00
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