| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | PI Pricing matrix guide | Assumptions | |||||||||||||
2 | |||||||||||||||
3 | Timeframe | ||||||||||||||
4 | |||||||||||||||
5 | note: only fill out the blue tabs | Steps | FY16 | ||||||||||||
6 | grey tabs are system driven | 1. fill out the "plan costs" tab | July | August | September | October | November | December | January | February | March | April | May | June | |
7 | 2. set out the charge rates for each staff member | ||||||||||||||
8 | 3. Staff capacity to be allocated | ||||||||||||||
9 | 4. Determine your forecasted package levels | ||||||||||||||
10 | |||||||||||||||
11 | |||||||||||||||
12 | Charge Rates | ||||||||||||||
13 | |||||||||||||||
14 | $/Hr (Ex Tax) | ||||||||||||||
15 | instructions | Partner | $250 | ||||||||||||
16 | Enter in the titles and rates of the staff at your | Senior | $200 | ||||||||||||
17 | practice on an hourly rate basis, excl. any taxes | Intermediate | $150 | ||||||||||||
18 | Graduate | $80 | |||||||||||||
19 | Bookkeeper | $80 | |||||||||||||
20 | Admin | $80 | |||||||||||||
21 | Other | $0 | |||||||||||||
22 | |||||||||||||||
23 | Staff Production/Capacity | ||||||||||||||
24 | |||||||||||||||
25 | Staff Member | Position | H/Rate | Hours | Productivity | Total Hours | Total Revenue | ||||||||
26 | instructions | 1 | Name | Partner | $250 | 1650 | 60% | 990 | $247,500 | ||||||
27 | Enter in staff details and productivity % to determine | 2 | 0 | $0 | |||||||||||
28 | billable capacity | 3 | 0 | $0 | |||||||||||
29 | 4 | 0 | $0 | ||||||||||||
30 | 5 | 0 | $0 | ||||||||||||
31 | 6 | 0 | $0 | ||||||||||||
32 | 7 | 0 | $0 | ||||||||||||
33 | 8 | 0 | $0 | ||||||||||||
34 | 9 | 0 | $0 | ||||||||||||
35 | 10 | 0 | $0 | ||||||||||||
36 | 11 | 0 | $0 | ||||||||||||
37 | 12 | 0 | $0 | ||||||||||||
38 | 13 | 0 | $0 | ||||||||||||
39 | 14 | 0 | $0 | ||||||||||||
40 | 15 | 0 | $0 | ||||||||||||
41 | |||||||||||||||
42 | |||||||||||||||
43 | Package Fixed Costs (annualised) | ||||||||||||||
44 | |||||||||||||||
45 | Cost #1 | Cost #2 | Cost #3 | Cost #4 | |||||||||||
46 | instructions | Silver | $350 | $600 | |||||||||||
47 | These costs will flow through from the "plan costs" tab | Package 2 | $350 | $600 | |||||||||||
48 | These costs are fixed for the package e.g. filing fees | Package 3 | $350 | $600 | |||||||||||
49 | Package 4 | $350 | $600 | ||||||||||||
50 | Package 5 | $350 | $600 | ||||||||||||
51 | Package 6 | $350 | $600 | ||||||||||||
52 | Package 7 | $350 | $600 | ||||||||||||
53 | Package 8 | $350 | $600 | ||||||||||||
54 | Package 9 | $350 | $600 | ||||||||||||
55 | Package 10 | $350 | $600 | ||||||||||||
56 | Package 11 | $350 | $600 | ||||||||||||
57 | Package 12 | $350 | $600 | ||||||||||||
58 | Package 13 | $350 | $600 | ||||||||||||
59 | Package 14 | $350 | $600 | ||||||||||||
60 | Package 15 | $350 | $600 | ||||||||||||
61 | Package 16 | $350 | $600 | ||||||||||||
62 | Package 17 | $350 | $600 | ||||||||||||
63 | Package 18 | $350 | $600 | ||||||||||||
64 | Package 19 | $350 | $600 | ||||||||||||
65 | |||||||||||||||
66 | Hours Per Role Per Package/Service | ||||||||||||||
67 | |||||||||||||||
68 | Partner | Senior | Intermediate | Grad | Bookkeeper | Admin | Total | Recovery p/h | |||||||
69 | instructions | Silver | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 209.04 | |||||
70 | For each package in plan costs, add in the time | Package 2 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 209.04 | |||||
71 | required for each staff member type to do the work | Package 3 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 0.00 | |||||
72 | Package 4 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | -100.00 | ||||||
73 | Package 5 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
74 | Package 6 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | -273.95 | ||||||
75 | Package 7 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
76 | Package 8 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
77 | Package 9 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 0.00 | ||||||
78 | Package 10 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
79 | Package 11 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 187.95 | ||||||
80 | Package 12 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
81 | Package 13 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
82 | Package 14 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 0.00 | ||||||
83 | Package 15 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 209.04 | ||||||
84 | Package 16 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | -180.29 | ||||||
85 | Package 17 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 0.00 | ||||||
86 | Package 18 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | 0.00 | ||||||
87 | Package 19 | 4.00 | 4.00 | 1.25 | 2.00 | 0.00 | 0.20 | 11.45 | #VALUE! | ||||||
88 | |||||||||||||||
89 | |||||||||||||||
90 | Productised Services | ||||||||||||||
91 | instructions | ||||||||||||||
92 | Forecast the number of clients expected to be on this | ||||||||||||||
93 | package, it's price and the forecasted growth. | ||||||||||||||
94 | |||||||||||||||
95 | nb: add in volume of clients and price derived | ||||||||||||||
96 | |||||||||||||||
97 | 1 | Product / Service Name: | Silver | ||||||||||||
98 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | |||
99 | FY16 | ||||||||||||||
100 | July | August | September | October | November | December | January | February | March | April | May | June | |||