Basic Details
Let's start with some basic information about you and your business.
Core Strategy
Define the core elements of your business strategy by answering these key questions.
Choose the currency you'll use for all financial planning in your strategy.
Selected Currency: South African Rand (ZAR)
What is your core purpose? Why did you start this business?
Be specific about who you're serving. What are their key characteristics?
What specific pain point or need does your business address?
What makes your solution unique or superior to alternatives?
What key metrics will tell you if you're winning?
Business Model Canvas
Map out the key components of how your business creates, delivers, and captures value.
Key Partners
Key Activities
Value Propositions
Customer Relationships
Customer Segments
Key Resources
Channels
Cost Structure
Revenue Streams
Strategy Map
Build your strategic framework with an audacious goal, key pillars, and balanced scorecard measures.
What is your big, ambitious goal? (This is pulled from your core purpose but you can edit it)
What are the 3-4 key areas you must focus on to achieve your audacious goal?
Define measures and objectives for each perspective to track your strategic pillars.
Financial Perspective
How will we create value for our stakeholders?
Customer Perspective
How do we create value for our customers?
Internal Processes
What processes must we excel at?
Learning & Growth
How do we sustain our ability to change and improve?
Team & Resources
Define how your organization will be structured and what resources you need.
Who are the key people you need? What roles and responsibilities?
Structure
Processes
Rewards
People & Culture
What resources (capital, technology, partnerships) do you need to succeed?
Financial Projections
Let's create a simple financial plan to understand your revenue potential and funding needs. Don't worry if you're not sure about exact numbers - educated estimates are fine for now!
How will you make money? Think about your main sources of income.
What will it cost to run your business? Think about both one-time costs and monthly expenses.
These numbers help you understand your business economics. Make your best estimate!
How much money do you need to get started and when will you need more?
💡 Financial Summary
Gross Margin: -
Break-Even Point: -
LTV:CAC Ratio: -
Runway: -
Action Plan
Create a practical roadmap to implement your strategy.
What are the biggest risks to your success? How will you address them?
What are your top 3-5 priorities for the first month?
What are your key milestones for the first 90 days?
Month 1
Month 2
Month 3
Your Complete Strategy
Here's a summary of your complete business strategy. You can download or print this for reference.
Basic Details
Name
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Business Name
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Contact Number
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1. Core Strategy
Business Purpose
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Target Market
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Problem We Solve
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Our Solution
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Success Metrics
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2. Business Model Canvas
Value Propositions
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Customer Segments
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Revenue Streams
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Cost Structure
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3. Strategy Map
Audacious Goal
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Strategic Pillars
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Financial Perspective
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Customer Perspective
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4. Team & Resources
Team Structure
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Resource Needs
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5. Action Plan
Key Risks
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First 30 Days
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90-Day Roadmap
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