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ONE PAGE PLAN
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SIDE A
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One-Page PlanMy Company: Blue Orhid Accounting
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People (Relationship Drivers)
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Finders/LeadersMinders/ManagersGrinders/Team Members or FTE if >3
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1 Toni1 ToniFT:Kim, Roch
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22 KimPT:Kristy
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33FTE:
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Our MissionBHAG'sMy 8-10+ Big GoalsStrategic Objectives 3 yrs
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We make accounting personal, practical and compliant. Every day, for every client11Annual Turnover:
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22Profit or EBIT
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33Cash Buffer
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44Marketing % Budget
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55Org. Chart
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66Succession
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77Work Life Balance
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88Notes:
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99
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1010
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Our VisionBIG ROCKS (3-5 yrs) 8-10 Big Goals over next 3-5 yrs8-10 Big Goals over the next 12 mthsStrategic Objectives 1 yr
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To build a financially confident and resilient community—where individuals, sole traders, and business owners thrive with the support of a trusted accounting partner.11Annual Turnover
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22Profit or EBIT
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33Cash Buffer
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44Marketing % Budget
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Notes:Notes:Org. Chart
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Succession
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Work Life Balance
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Our ValuesLimiting Beliefs (Should/Shouldn't)AffirmationsStrategic Objectives 90 days
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Clarity – We make the complex simple.
Reliability – We do what we say, every time.
Personalisation – We tailor advice to fit each client.
Professionalism – We stay compliant and uphold high standards.
Growth – We focus on long-term financial success.		11Quarterly Turnover
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22Profit or EBIT
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33Cash Buffer
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44Marketing % Budget
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55Org. Chart
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66Succession
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77Work-Life Balance
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88Notes:
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99
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1010
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Strengths1Weaknesses1
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Opportunities1Threats1
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ONE PAGE PLAN
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SIDE B
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Your Name: Date: Quarter: Q1 / Q2 / Q3 / Q4 (Please Circle)
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Continuous Improvement Process (Transformation Drivers)
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Opportunities Brainstorm (1, 3, 5, 7 Years)Change, Innovate, & Sell More Of (nNext 12 months)KPIs for QTR
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111
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332
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553
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774
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995
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1010
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Quarterly Theme Quarterly TargetQuarterly Reward
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Personal Growth – Personal BestMy Fears / Limiting BeliefsMy New Self-Serving Beliefs
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The first P/B transformations you will achieve this QTR, and why this is important1.11.1
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1.21.2
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1.31.3
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The second P/B transformations you will achieve this QTR, and why this is important2.12.1
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2.22.2
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2.32.3
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The third P/B transformations you will achieve this QTR, and why this is important3.13.1
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3.23.2
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3.33.3
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The Levers for LeverageUplift
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NOTE: Please fill out only the REQUIRED FIELD.
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Leads10Inc 5%10.5Inc 10%11Inc 15%11.5Inc 20%12
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X Conversion Rate5%Inc 5%5%Inc 10%6%Inc 15%6%Inc 20%6%
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x No. of Customers0.5Inc 5%0.525Inc 10%0.55Inc 15%0.575Inc 20%0.6
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X No. of Purchases2Inc 5%2.1Inc 10%2.2Inc 15%2.3Inc 20%2.4
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X Average Spend$100.00Inc 5% $ 105.00 Inc 10% $ 110.00 Inc 15% $ 115.00 Inc 20% $ 120.00