2025/26 FY Business Planner - Black : simplebooklet.com

A U GNO VD E CS E PO C TJ U LM A RA P RMAYF E BJ A NJ U N411182541315293669172334282425262631Christmas EveChristmas DayBoxing DayProclamation DayNew Year’s EveBurnie ShowKing’s BirthdayLabour DayRoyal Launceston ShowFlinders Island ShowRoyal Hobart ShowRecreation DayMelbourne Cup DayDevonport Show Alice Springs Show DayTennant Creek Show DayKatherine Show DayDarwin Show DayPicnic DayRoyal Queensland Show (Ekka Wednesday)Borroloola Show DayKing’s BirthdayNTNTNTNTNTQLDNTWATAS QLD ACT,NSW & SA TASTAS TASTASVICTASQLD, 6pm–midnightNT & SA, 7pm–midnightNationalEx. SASANT & SA, 7pm–midnight1181726925239999345672527448*Please note it is illegal to use the word ‘Anzac’ in any promotion or sale.New Year's DayDevonport CupAustralia DayRoyal Hobart RegattaLaunceston CupReconciliation DayWestern Australia DayKing’s BirthdayLabour DayKing Island ShowAdelaide Cup DayCanberra DayEight Hours DayLabour DayGood Friday Day following Good FridayEaster SundayEaster Monday Easter TuesdayAnzac Day*Anzac Day* Public HolidayLabour DayMay Day AGFESTTASTASNationalTASNationalWATASSAACTTASVICNationalEx. TAS & WAEx. TASNationalTASNationalWAQLDNTTASACTWAEx. QLD & WADate Holiday State Date Holiday State2025/26 Public HolidaysA U S T R A L I AA R E A D U E D A T EB U S I N E S S F I N A N C I A L D A T E ST A S K T O B E C O M P L E T E DUse the table below to keep track of important ﬁnancial tasks and due dates relevant to your business. Your accountant or bookkeeper can help you here. Refer to your Business Bible in the QR Library for more information.3P L A N N I N G E S S E N T I A L S

Page 11

Page 12

Page 13

Page 14

Re!ect & Refocus: Year in ReviewW I N 1 :What worked well? W I N 3 :What worked well? W I N 2 :What worked well? Y O U R T O P T H R E E W I N SS T E P O N E : R E F L E C T O N Y O U R W I N SWhat were the key factors in this success?What were the key factors in this success?What were the key factors in this success?List your top three wins of the year.!For Business Owners, think about each area of your business; for example, revenuegrowth, operations efﬁciencies, new partnerships, team development or product success. Side Hustlers: consider audiencegrowth, revenue or a new product launch. Professionals could list work achievements like promotions, completed projects or new skills acquired.Reﬂecting is such a game-changer, not just in your personal life but for your business, work or side hustle too. It gives you achance to focus on what you’re working towards in the new year while taking a moment to appreciate how far you’ve come.Celebrating those wins – big or small – is crucial, especially when you’re self-employed. Sometimes only you can give yourselfthat well-deserved pat on the back! So let’s look back at your successes, challenges and lessons from the past year and use them to build a solid foundation for what’s next.Re!ect & Refocus: Year in ReviewC H A L L E N G E 1 :What were the roadblocks?C H A L L E N G E 3 :What were the roadblocks?C H A L L E N G E 2 :What were the roadblocks?C H A L L E N G E 4 :What were the roadblocks?S T E P T W O : I D E N T I F Y C H A L L E N G E S A N D G R O W T H A R E A SWhat could be done differently? What did I learn?What could be done differently? What did I learn?What could be done differently? What did I learn?What could be done differently? What did I learn?List 3–5 signiﬁcant challenges you faced in 2024/25. For example, Business Owners could focus on challenges like operationalefﬁciency, team dynamics or market competition. Side Hustlers might face issues with time management or resources, while Professionals may deal with skill gaps or work-life balance.Re!ect & Refocus: Key Business MetricsA R E A M E T R I CN E W T O M E T R I C S ?E X A M P L E S O F K E Y M E T R I C SG O A L O U T CO M EA L R E A D Y T R A C K I N G M E T R I C S ?Review your metrics for 2024/25 and your progress against your targets.S T E P F O U R : I D E N T I F Y A N D A N A L Y S E K E Y M E T R I C SI N S I G H T SMetrics are a measure of your business’s efﬁciency and progress. Tracking your chosen metrics over time is a visible way to monitoryour progress against your goals. Reﬂect on your business and identify the metrics that tell the story of your business/side hustle.Choose metrics for each key area of the business. For example, what measurable activities make a difference to the health of your ﬁnance, sales, marketing, operations or customer business areas?Set your business metrics and record your current metric values. Then, if you are able to, ﬁll in your historic performance to help youbegin analysing trends. For example, if you are tracking sales, record history sales ﬁgures in your metrics data. If you are trackingnumber of clients, record your client numbers at the start and end of 2024/25. Once complete, start tracking your client numbers for 2025/26. Need more space? We’ve included a Key Business Metrics Tracker you can download in our QR Library on page 10.SalesFinanceMarketingPersonalOperationsSales revenueSocial media growthPercentage of overdue invoicesOrders dispatchedSkill development50 ordersdispatched per dayComplete30 hours CPD training per year95% of clientinvoices paid by due dateAchieve $10,000sales each monthIncrease followers to 10,000Achieved 32 hours trainingActual sales$8,700 average per monthAchieved 10,525followers onsocial mediaAveraged 96% ofinvoices paid by due dateAveraged 44orders dispatched per dayExceeded target due to content consistencyand social media strategy. Upskill in video production to grow further.Booking seminars in advance during quieter winter periods was helpful.Suggest blackout training period over product launch periods for next year.Initiated automated reminder system for invoices.New procedure introduced: call clients once invoices hit 7 days overdue.Onboarded 2 new warehouse casuals. Automated shipping label creation. Improved picking area layout.Introducing barcode scanning would further improve efficiency.Nearly met target. Achieved growth on previous year. Returning customer sales were high.Need to expand marketing to reach more new customers.15B U S I N E S S S T R A T E G Y T O O L S

Page 15

2025/26 Resetting for the New Financial YearM Y V I S I O N :P R O M P T F O R S I D E H U S T L E R SWhere would you like your side hustle to lead you?How will it shape your lifestyle, impact your customers or change your industry?Example: “To create an inclusive wellness community that supports everyday mental well-being.”P R O M P T F O R P R O FE S S I O N A L S What is your long-term career goal?Where do you see your career progressing in 5–10 years?Example: “To become an industry expert who drives growth and positive change within the business.”W H A T IS A V I SI O N S T AT E M E N T ? A vision statement is aspirational and future-focused. It represents what you want yourbusiness to become and the impact you aim to create.S T E P O N E : D E F I N E Y O U R V I SI O NP R O MP T F OR B U SI N E S S O W N ER SWhere do you want your business to be in 5–10 years?What impact do you want to have on your industry, customers or community?Example: “To be the leading provider of eco-friendly home goods, inspiring sustainable living worldwide.”C R E AT I N G Y O U R V I S I ON A N D M I S SI O N ST A T E ME N T SYour vision and mission statements are your guiding stars. The vision is your big-picture dream for your business/sidehustle/professional life, while the mission deﬁnes how you’ll actually achieve it. Together, they drive clarity, purpose andalignment in your team and daily actions.19Vision & Mission Statement CreationM Y M I S S I O N :P R O M P T F O R S I D E H U S T L E R SHow does your side hustle serve your audience or customers? What makes it valuable and unique?Example: “I provide easy, approachable fitness resources for busy individuals, helping them prioritise wellness.”P R O M P T F O R P R O FE S S I O N A L SHow does your work add value to your organisation or industry? What unique skills do you bring to your team or ﬁeld?Example: “I use data insights to streamline processes, improve efficiency and support team success.”S T E P T W O : D E F I N E Y O U R M I SS I ONP R O MP T F OR B U SI N E S S O W N ER SWhat does your business offer, for whom and what makes it unique? How does it fulﬁl customer needs?Example: “We design durable, stylish products that make eco-conscious living accessible for all households.”W H AT I S A MI SS IO N S T A T E M E N T ? A mission statement is practical and focused on the present. It describes what you do, for whom and how it delivers value.20CEO Mindset CreationTo help you tap into your CEO mindset, create a playlist to get yourself in the zone and start ﬁlling out the journal prompts below. Grab a notebook and journal your answers if you need more space!J O U R N A L P R O MP T SWhat does a perfect day in my business look like?Where do I want to work from?What do I value in my business?How many hours do I want to work?When do I feel most empowered in my business?How will I spend my time when I’m not working?What is the best business advice I’ve ever received?What motivates me to keep going when times are tough?How much income would I like my business to make? How would my life change?What self-care activities can I commit to, to protect my health, energy and mindset?B U S I N E S S S T R A T E G Y T O O L SRe!ect & Refocus: Business Health CheckerS A L E SDo you monitor sales performance on a monthly basis?Do you have a consistent flow of leads?Do you have a sales strategy that details exactly what and how you’re going to sell?Do your current products/offerings meet the needs of your customers?F I N A N C EDoes your business have a process that allows for tax provisions?Does your business have a budget?Are your customers paying their bills on time?Have you documented your profit margins for each product/service?S T R A TE GYDoes your business have a clear vision, mission and core values?Does your business have clear financial and non-financial objectives?Does your business have three KPIs set for each area of the business? (Sales, marketing, operations, finance, etc.)Do you allocate time each month to work on and maintain the strategy of the business?M A R K E T I N GDo you have a marketing plan, including a promotional calendar with an annual and daily view for actionable tasks?Are you marketing your business regardless of how busy you are?Do you review your return on advertising spend?Have you defined your ideal client or customer and created a customer avatar?O P E R A T I ON SDo you regularly review the cost of your products or services and find ways to maximise your profit?Do you have a process to review customer satisfaction in order to maximise customer happiness?Do you review your operating expenses regularly and find ways to reduce them?Do you have a defined quality control process for the delivery of products and services?H R & Y O U R T E A MDo you have a current job description for each member of your team?Do these job descriptions include three KPIs relevant to the business’s objectives?Is there a clear list of expectations for each team member?Do you have clear and documented systems and processes for the key functions within your business?L E G A L & C O M P L I A N C E C H E CK L I S THave you decided on a business structure?Have you registered a business name?Have you registered for GST if necessary?Have you secured the right insurance?Have you set up any required licences/registrations?Don’t forget to protect your brand. Do you need a trademark?Remember, ask the professionals! Do you have a good financial adviser, accountant, solicitor, etc.?S T E P T H R E E : B U S I N E S S P U L S E C H E C KComplete this business assessment to review each area of your business and its current performance.Tick ‘Yes’ or ‘No’ for each question. For areas where you answered ‘No’ to multiple questions, consider incorporating improvement in these areas into your 2025/26 goals.YYYYYYYNNNNNNN14

Page 16

2025/26 My Goals Overview FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :FO CU S :232025/26 Goal Setting PER S O NALMAR K E T INGGOA L SAM P LESSTE P ONE : GOA L S FO R YOU R FOC U S AR E A SOP E RAT ION SPR O DUC T DE V ELO P MEN TTime to set your goals! Allocate a business focus area to each section on the next page, then write down 1–3 goals for each. Below is a list of categories you can choose from or make your own! Remember, one size does not ﬁt all businesses, side hustles andcareers, so choose what suits you best. Remember to set SMART goals: Speciﬁc, Measurable, Attainable, Relevant and Timely.Increase Instagram followers by 20% (from 10,000 to12,000) and engagement rate by 5% by the end of Q2by posting three times per week and running two ad campaigns focused on brand storytelling.Establish work boundaries by limiting work hours to9am–4pm on weekdays and reducing weekend work to emergencies only by the end of Q1.• Marketing and Branding• Sales and Revenue Growth• Product or Service Development• Operations and Efficiency• Customer Experience and Retention• Financial Management• Professional Development and Team Building• Community and Social Impact• Content and Communications• Work-Life Balance• Health and Well-Being• Personal Development• Mindfulness and Stress Management • Relationships and Social Connections• Lifestyle and Routine Optimisation• Environmental and Sustainable PracticesLaunch a sustainable handbag product lineby April 1, with at least 500 pre-orders secured by launch day.Reduce operational costs by 10% by Q4 throughworkflow automation, vendor renegotiationsand cutting non-essential expenses, saving approximately $5,000 per month.“If we meet a year from todaywith a bottle of champagne... what are we celebrating? ”– Unknown2025/26 Quarterly Goals PlanningQU A RT E R ARE A MET R I CQU ART ER L Y GOA L S AM PLE SGO A LTH E BEN E FITS OF P L ANN I NG G O ALSNow, allocate the goals you have set above into quarters using the table below.Organising each goal into quarters allows you to:AC T ION ST E PSThis is designed to give a holistic overview and ensure you’re making progress across multiple areas of business and also your personal life (if you chose those focus areas).Q2Q3Q4Q1Q1-4FinancePersonalMarketingOperationsProductor Service DevelopmentTaskscompletedper team memberNumber ofproductslaunchedPercentageof overdue invoicesEngagement percentageHours worked per week95% of client invoices paid by due date.Launch a sustainablehandbag product line byApril 1, with at least 500pre-orders secured by launch day.Increase Instagramengagement rate from 3% to 5% by the end of Q3.Establish work boundariesby limiting work hours to9am–4pm on weekdays and reducing weekend work to emergencies only by the end of Q1.Increase team productivityby 10% by implementing aproject management tooland reducing task overlap by the end of Q2. Focus on certain goals at a time Reduce overwhelm Break each goal into manageable action steps Create a simplified game plan to actually achieve these goals1. Create a payment policy and communicate to clients.2. Initiate automated reminder system for invoices.3. Introduce follow-up procedure: call clients once invoices hit 7 days overdue.4. Refer to debt collection agency at 60 days overdue.1. Conduct customer surveys to determine desired features and materials by August 15.2. Finalise design and prototypes by October 30.3. Set up pre-order page on the website and begin marketing through social media and email campaigns byJanuary 15.4. Partner with three influencers to promote the product by March 15.1. Communicate work boundaries with the team by July 15. 2. Use a calendar to schedule work tasks and personal activities, blocking off evenings and personal time.3. Turn off work notifications on my phone outside of designated work hours from August 1.4. Review and adjust schedule weekly to ensure compliance and identify any conflicts.1. Research and select a project management tool by October 1.2. Host training sessions for all team members by October 15.3. Set weekly check-ins to review progress and identify bottlenecks starting November 1.4. Evaluate productivity metrics and make process adjustments by December 30.1. Create a monthly content calendar with 5 posts and daily stories each week.2. Engage with comments, DMs and related accounts daily.3. Collaborate with other brands for a giveaway by May 15, offering a prize bundle.4. Analyse engagement metrics weekly and adjust content strategy based on top-performing posts.2025/26 Quarterly Goals PlanningQU AR TE R AR EA ME TRI C GO ALTU RN IN G G OA LS I NT O A CT IO NSUse this table to plan your quarterly goals. Don’t forget to transfer theseaction steps to your monthly and weekly planners!AC TI ON S TE PS1.2.3.4. 1.2.3.4. 1.2.3.4. 1.2.3.4. 1.2.3.4. 1.2.3.4. 1.2.3.4. 25GOAL SETTING

2025/26 FY Business Planner - Black

Page 1

Page 2

Page 3

Page 4

Page 5

Page 6

Page 7

Page 8