🧭 1. Start with Your Vision (Your Dream)
This is the “why” behind your business. It should answer:
- What do I want this business to become in 3–5 years?
- What problem am I solving?
- What kind of impact do I want to make?
Example: “To become the go-to accounting partner for small businesses in Gauteng, helping 100+ entrepreneurs stay compliant and grow their profits.”
🎯 2. Define Your Mission (Your Purpose)
This is the “how” — the work you’re doing today to move toward your vision.
- Who do you serve?
- What do you offer?
- What makes you different?
Example: “We help South African SMEs simplify their finances through reliable bookkeeping, tax compliance, and business advisory services.”
💡 3. Set 3–5 Clear Goals (With Deadlines)
Goals are your roadmap. Focus on measurable, time-bound objectives:
- Revenue targets
- Client growth
- New services to launch
- Market presence
Example:
- Sign 10 new clients by December 2025
- Launch online tax compliance course by March 2026
- Reach R1 million in annual revenue by December 2026
🛠️ 4. List the Key Activities That Will Get You There
Break down the daily, weekly, or monthly tasks that will move you toward your goals.
Example:
- Publish 2 blog posts per month to drive SEO
- Network with 10 business owners per month
- Run monthly webinars for SMEs
- Update website and client onboarding tools by October
🧮 5. Know Your Numbers (High-Level Budget)
You don’t need complex forecasts — just clarity on:
- Expected income
- Main expenses
- How much cash you need to break even
- How you’ll fund growth
Example:
- Monthly income target: R50,000
- Monthly expenses: R35,000
- Break-even point: 8 clients at R6,500/month
🧑🤝🧑 6. Outline Your Team or Support Network
Even if you’re a solopreneur, list your key partners:
- Accountant, mentor, web designer, admin support
- Who helps you stay on track?
📅 7. Create a 12-Month Timeline
Break the year into quarters or months. Assign key goals and tasks to each period so you can track progress over time.
| Month/Quarter | Focus Area | Key Actions |
| Q3 2025 | Brand awareness | Launch blog, run Facebook Ads |
| Q4 2025 | Client acquisition | Host webinars, offer free consults |
| Q1 2026 | Product expansion | Launch online course |
| Q2 2026 | Systems & scaling | Hire admin, automate invoicing |
✅ 8. Review Monthly (Stay Accountable)
Set a monthly review time:
- What worked?
- What didn’t?
- What needs to be adjusted?
- Are you moving toward your dream?
You can do this alone or with an accountability partner (coach, mentor, or your accountant).
🧾 Bonus: Simple Business Plan Template (One-Pager)
| Section | Your Answer |
| Vision | What’s your dream for the business? |
| Mission | What do you do, for whom, and why? |
| Top 3 Goals | What do you want to achieve in the next 12 months? |
| Key Activities | What must you do consistently to get there? |
| Finances | What’s your income goal? Expenses? Break-even point? |
| Support System | Who’s in your corner? |
| Timeline | What happens when? Map your year in quarters or months. |
🎯 Final Thought:
A good business plan doesn’t collect dust — it keeps you focused, aligned with your dream, and accountable to your progress.




