Strategic business plan—consumer
Strategic business plan—consumer

The following Practice Compliance precedent provides comprehensive and up to date legal information covering:

  • Strategic business plan—consumer
  • 1 Executive summary/introduction
  • 2 Business details
  • 3 Key people details
  • 4 Clients
  • 5 How services will be delivered
  • 6 Market
  • 7 Risk, competitor and SWOT analysis
  • 8 Marketing plan—products and services
  • 9 Recruitment and training plan
  • More...

Strategic business plan—consumer

    1. 1

      Executive summary/introduction

      1. 1.1

        This business plan has been prepared following a series of discussions across the firm. We are grateful for the significant input received from staff. The business plan is owned by everyone in the firm, whatever role they play.

      1. 1.2

        The business plan will be reviewed [six-monthly] and we will be asking staff to assist with reviewing progress made.

      1. 1.3

        We ask all staff to treat the firm as if it were their own business. We therefore encourage staff to make as many suggestions as possible to help move the firm forward and achieve its objectives.

      1. 1.4

        This plan seeks to achieve a number of objectives over the forthcoming year. These objectives seek to help the firm increase its profitability by reducing costs, managing risk and increasing income. Details of how these objectives will be achieved are contained in the action plan at the end of this document.

    1. 2

      Business details

      1. 2.1

        Activities of the business

        1. 2.1.1

          This business provides advice and services as follows:

          ServicesClient groups
          [identify the services the firm wishes to offer][identify the client groups to be served]
        1. 2.1.2

          Advice and assistance is provided on a [private AND/OR publicly-funded] basis.

      1. 2.2

        Legal form of business

        1. 2.2.1

          [The business legally operates as a limited liability partnership between [name] and [name].


        1. 2.2.2

          The firm converted to limited liability partnership on [date]. We believe that

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