Planning Overview
Topics
1 min read
Why plan? Planning is an essential tool in helping you build a successful business, as it helps to clarify goals and strategies, and ensures that you are achieving the best results. Having the steps in place to follow for your everyday activities, goals, or overall business continuity is very important so you can ensure your farm can continue operating, no matter the situation. This section will provide you with a variety of handy information around planning and goal setting, to help direct you in ensuring success for your farm.
How do I start or continue to improve my planning?
Starting afresh or revisiting your plan? Take yourself through these key business planning aspects, and you'll be in a good place to make meaningful decisions and take action to achieve your business goals.
Or perhaps you can utilise the planning wheel from our business planning tools; which is an easy way to bring together your thinking, form your vision and values statement, and determine focus areas, goals and actions.
Get Started With Business Planning
Video 01:35 min
Guiding principles
Where do you want to be? Create the dream: purpose, vision, values.
Goals and actions
What will you do to get there? Build the plan: goals and actions.
Writing a business plan
Lay the blueprint for future business success: writing a business plan.
Succession planning
What will happen to your business and assets? Know what is involved and start your succession planning.
Governance
Governance applies to all family businesses. In a family farming situation, the family and business are intertwined: More on governance.
Business continuity planning
Having a business continuity plan in place is important for ensuring your farm can continue operate as efficiently as possible during any unplanned disruption.
Business continuity planning documents:
Farm Business Continuity Plan (Word doc)
DOC
Template
36 KB
Help to ensure your business keeps running in the event of something bad or unexpected happening.
Farm Business Continuity Plan (PDF - fillable)
PDF
Template
1.8 MB
Help to ensure your business keeps running in the event of something bad or unexpected happening.
Biosecurity Planner
PDF
Template
625 KB
Manage the biosecurity risks on your farm and help protect your business from pests and diseases with the help of this planner.
Additional resources
What is the Purpose of Our Business
PDF
Template
32 KB
What is the purpose of our business?
Create Your Vision Statement
PDF
Guide
36 KB
A vision statement is an essential part of their success and helps to crystallise your thoughts.
Create Your Values and Guiding Principles
PDF
Guide
224 KB
Values are principles or standards of behaviours, your judgement of what is important in life.
Are you in charge of your direction?
PDF
Template
33 KB
Take a few moments to complete the following questionnaire and identify whether you are the captain of your own life journey and business.
Life and Business Self Assessment
PDF
Template
256 KB
Work through the following 'self-assessment' form to identify your highest priority areas to work on.
Focus Areas Worksheet
PDF
Template
30 KB
After determining your vision, the next step is to identify key focus areas to deliver this vision. This worksheet provides example focus areas.
SWOT template
PDF
Template
43 KB
A SWOT analysis identifies our strengths, weaknesses, opportunities and threats for your business.
Decision making matrix
PDF
Template
92 KB
The following tool is a useful technique for comparing options, of either a personal or business nature.
Action planner and template
PDF
Template
127 KB
The following action planner template will help you identify required actions to achieve each goal.
My Action Plan For The New Season
PDF
Poster
3.2 MB
A visual way to capture your action plan for the new season.
Planning Wheel
PDF
Template
916 KB
Planning wheels are an easy way to bring together your thinking, form your vision and values statement, and determine focus areas, goals and actions.
