business plan pro form a

8/13/2019 Business Plan Pro Form A

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BUSINESS PLAN PROFORMA

This can be used by services to develo a business lan as re!uired" Pleasere#e#ber to delete any bits in italics or brac$ets as these are only there to tellyou ho% to use the lan"


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BUSINESS PLAN

[ INSERT NAME OF PRESCHOOL AND PICTURE IF POSSIBLE]

&ears o' Oeration(

Na#e o' Licensee(

Pro)ect *ode(

Ma+i#u# Licensed Places(


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Location and Oeratin, *atch#ent

[Insert Map of Location an area !o" ra# fro$ %ere& Maps can 'e accesse an t%en aapte as re("ire fro$ !o"r )oca) co"nci)*s

#e'site or fro$ ###%ereis&co$&a"]
http://www.whereis.com.au/http://www.whereis.com.au/


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-eCare %as stron, #or1in, re)ations%ips #it% t%e )oca) Sc%oo)s as Co$$"nities pro0ect/ t%e 'a'! %ea)t% centre an -oop -oop -est pri$ar!sc%oo)& T%ere is one Lon, Da! Care ser+ice in -oop -oop -est #%ic% caters $ost)! for "ner t#o !ear o)s '"t %as 8 to)er spaces& ]


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-e#o,rahic ro'ile o' the L.A or service area

[As per guidelines]

[Sample could be like tis

Marrickville has a population of 73,431 people of which 4,043 pre-school-aged children are under five. Pre-school childrenconstituted 5.! of the population, co"pared with .7! across #$dne$. %heir shares of the population had fallen &$ 0.5!since 1''.

Marrickville has so"e (7,'00 households of which a "a)orit$ *0!+ are fa"il$ households, with the average fa"il$ householdhaving 3.0 people.

%here were (,7 lone parents, 4.(! of the population with five-siths of the" &eing wo"en. Marrickville had so"e 7,100couples with children, with 5! having all their children aged under 15. %he$ constituted 41! of all fa"ilies and had 37! ofMarrickvilles people. /nother 3'! of fa"ilies were couples without children, ho"e to 1'! of the population. n addition,there were (,7'0 single-parent fa"ilies *with 10! of the population+ and (1 fa"ilies of other t$pes.

n Marrickville, it is "ost co""on for dwellings to &e private rental, with 11,((3 dwellings or 37! of the occupied dwellingstock &eing rented. %he re"aining dwellings were full$ owned *('!+, &eing purchased *(0!+ or pu&lic housing *(.!+.Marrickvilles "uch lower proportion of dwellings which were full$ owned, relative to #$dne$, indicates this co""unit$ has"uch fewer longer-ter" or wealthier residents.

n average, the inco"es of Marrickvilles adults *aged 152+ in (001 were si"ilar to #$dne$s, with the "edian inco"e in therange of 400-4'' *gross+ a week.


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Le,islative Fra#e%or$

!ur prescool and professionals "orking in our ser#ice are e$pected to adere to specific legal s%stems to ensure compliance& 'ese includeActs( )egulations( Standards( and *odes of Practice& +ot State and ,ederal legislation go#ern te operation of our ser#ice&

NS/ State .overn#ent(

-S. *ildren/s Ser#ices )egulation 2004 *ildren and oung Persons *are and Protection Act 1

!ccupation ealt and Safet% )egulations

Anti iscrimination legislation

Pri#ac% Act

Federal(

Anti8iscrimination 9egislation

:ndustrial and ,inancial 9a"s

Pri#ac% Act

*hild Protection'e legislation in place to ensure te protection of cildren and %oung people includes;

*ildren and oung Person *are and Protection Act 1

*ommission for *ildren and oung People Act 1

*ild Protection Proibited


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tat appropriate assistance is rendered to parents and oter persons responsible for cildren and %oung persons in te performance of teircild8rearing responsibilities in order to promote a safe and nurturing en#ironment&

*o##ission 'or *hildren and &oun, Peole Act 2334

'e Act re>uires tat all people commencing aid"ork tat primaril% in#ol#es direct contact "it cildren "ere tat contact is unsuper#ised

must be screened('is screening process incorporates;

a rele#ant national criminal record ceck

a ceck of rele#ant Appreended ?iolence !rders( and

a re#ie" of rele#ant completed disciplinar% proceedings te applicant ma% a#e ad in pre#ious emplo%ment&

@nder te Act emplo%ers #ayalso screen current emplo%ees engaged in cild8related emplo%ment and unaid"orkers( suc as #olunteers&Screening tese people( o"e#er( is not mandator%&

*hild Protection 0Prohibited E#loy#ent1 Act 2334

'e Act aims to pre#ent a proibited person from gaining or remaining in specific t%pes of cild8related emplo%ment& An emplo%er cannot

emplo% a proibited person for "ork "ic primaril% in#ol#es direct contact "it cildren "ere tat contact is unsuper#ised&

A proibited person is a person con#icted of committing a serious se$ offence& ,or te purposes of tis legislation a serious se$ offence is anoffence in#ol#ing se$ual acti#it% or acts of indecenc% "ic is or "as punisable b% penal ser#itude or imprisonment for 12 monts or more in-e" Sout .ales&

NS/ O#buds#an

'e -S. !mbudsman is te organisation carged "it te responsibilit% of implementing te !mbudsman Act of 174& 'e -S.!mbudsman role is to respond( monitor and in#estigate allegations of cild abuse b% staff in ser#ices and to respond to an% complaints aboutinappropriate andling of complaints or allegations against emplo%ees&

Anti -iscri#ination La%'is la" "ic is co#ered b% bot *ommon"ealt and State Acts applies to bot te emplo%ment of staff as "ell as to cildren and familiesusing( or "ising to use( a ser#ice& :t proibits an% emplo%er from discriminating on te basis of race( religion( se$( marital( disabilit%( carer/sresponsibilit% and omose$ual and lesbian discrimination&

Privacy Act'e pri#ac% act is also co#ered b% bot *ommon"ealt and State Acts&


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*o##on%ealth Privacy Act 2344 5 Privacy A#end#ents 0Private Sector1 Act6777'is act applies to pri#ate sector organisations "it an annual turno#er of more ten B3million and all pro#iders of ealt ser#ices( regardless ofsiCe& *ildren/s ser#ices can be considered ealt ser#ices

NS/ 8eath Records Act 6772'e aim of te ealt )ecords Act is to protect te pri#ac% D management of personal ealt information&

NS/ Privacy:n -S. public sector agencies are re>uired to compl% "it te Pri#ac% D Personal :nformation Protection Act 1& 'e implementation of:nformation Protection Principles regulates te "a% in "ic te -S. Public sector andles personal information& 'e Act defines personalinformation as an% information or opinion about a person( "ose identit% is apparent or can be reasonabl% recognised from te information&


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*ororate ,overnance and #ana,e#ent

[Insert an o+er+ie# of t%e $ana,e$ent arran,e$ents of t%e ser+ice inc)"in, a escription of eac% position in t%e or,anisation& A raft positionescription of t%e co$$ittee %as 'een inserte for !o" to aapt as appropriate for !o"r ser+ice]&

,orm of :ncorporation; [as an association=co$pan! etc& Refer to Artic)es or R")es if "ncertain]

*ommittee )oles;

*hairerson9President

acts as a spokesperson for te committee "en necessar%

facilitates te smoot running of te management committee

sets te meeting agenda( "ic "ill co#er all necessar% business

sees tat te meeting is properl% con#ened in accordance "it te organisation/s rules

determines if a E>uorum/ is present at meetings

cairs te meeting( elping to make it en=o%able( efficient and >uick ensures te agenda is adered to and tat all members a#e a cance to contribute to te discussion

elps te meeting come to agreement

clearl% states "at decisions "ere made and "o "ill implement tem( so te% are accuratel% recorded in te minutes

summarise te meeting outcomes at te end of e#er% meeting( so tat people a#e a clear understanding of tasks to be performed andte decisions made

closes te meeting onl% after te committee/s business as been properl% dealt "it&

:ice *hairerson9President

performs te cairperson/s duties in teir absence

assists te cairperson in performing teir tasks&

Secretary

keeps records of all business to do "it te committee( including membersip records( correspondence and minutes

calls meetings gi#ing notice as re>uired under te constitution

reads and tables for te meeting all rele#ant incoming and outgoing correspondence

deals "it tis correspondence as decided b% te committee

ensures tat all correspondence rele#ant to te staff is for"arded to tem as soon as possible


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before eac meeting( organises te #enue and t%pes and distributes te agenda

takes te minutes for te meeting

copies and distributes te minutes to te committee members after eac meeting

ensures te minute book is maintained and updated and signed off b% te cairperson at ne$t meeting

ensures minutes of te annual general meeting are submitted to te appropriate agencies&

Treasurer o#ersees te financial management of te ser#ice

ensures tat true and proper financial records are kept

plans a budget for financial e$penditure

pa%s accounts promptl%

keeps records of receipts and pa%ments

banks mone%( as soon as possible after it is recei#ed

calculates staff "ages and superannuation entitlements( and pa%s staff and maintains "ages/ records

deducts income ta$ and submits tis to te Australian 'a$ation !ff ice

allocates pett% cas and e>uipment allo"ance to te ser#ice

ensures receipts are pro#ided for all e$penditure( including pett% cas

presents a "ritten report and income and e$penditure statement to te committee meetings

ensures a %earl% audit is carried out and submitted to appropriate agencies

ensures tat all go#ernment and funding agreement re>uirements are met&

Other o''ice bearers9co##ittee roles

Assistant Secretary

takes on some of te Secretar%/s responsibilities( suc as dealing "it te correspondence

performs te Secretar%/s duties in teir absence&

Assistant Treasurer

if te 'reasurer decides( takes on some of te 'reasurer/s responsibilities( suc as staff pa%ments and pett% cas and performs te'reasurer/s duties in teir absence&

Financial sub co##ittee

assists in all aspects of financial management

ensures tat te committee/s responsibilities tat relate to financial management are maintained and in order

Sub co##ittees


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list an% sub8committees %ou a#e

Publicity O''icer

makes statements to te media on bealf of te ser#ice

publicises te acti#ities of te ser#ice

arranges for promotional material suc as posters( pamplets( ne"sletters( and so on&

Liaison O''icer

is te liaison person bet"een te staff( parents( te communit%( scools and te management committee

acts as te staff/s contact person on te committeeFfor e$ample( telling te management committee "en staff take lea#e or to raisestaff issues or problems "it te committee

encourages interaction bet"een staff( parents and te committee

sits on te sub8committee tat emplo%s staff for te ser#ice

ensures ne" staff are oriented to teir =ob

encourages staff to participate in staff training

is in#ol#ed in staff e#aluation and re#ie"

ensures tat staff and parent andbooks are updated and a#ailable

participates in grie#ance procedures

liaises "it te coordinatorGdirector on te suitabilit% and use of #olunteers( "ork e$perience or "ork placements&

Fundraisin, O''icer

arranges fundraising acti#ities( eiter directl% or b% delegation

coordinates and manages fundraising efforts

ensures tat fundraising mone% is collected and gi#en to te 'reasurer for banking&

Public O''icer

responsible for lodging te ser#ice/s annual statements and oter re>uired documents to te rele#ant autorities


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Staff Positions

[ Insert na$e of c"rrent staff $e$'er an 'rief o+er+ie# of #%at t%e! o #it%in t%e ser+ice& A0"st position tit)es to fit !o"r ser+ice]

-irector(

Authorised Suervisor(

Teacher(

Teachers Assistant(

Ad#in Assistant(


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Service Stren,ths

[positi#e features of te ser#ice including opportunities "ic generall% arise from e#ents outside te direct control of te ser#ice 'ese can belisted as a bulleted list "it sort e$planations as to "% tis item is a strengt eg;

!nl% prescool in tis communit% 8 tis gi#es us market dominance

40 %ears continuous operation H communit% kno"s "o "e are and "at "e do& Ian% e$8cildren bring teir cildren to te ser#ice]

;

;

;

;

;

;

;

;

;

;

;

;

;

;


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;


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Ris$ Assess#ent


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Identi'ication9-e'inition Assess#ent o' eachris$

*ontrolStrate,ies

I#le#entation o'control strate,ies

ResonsibleO''icer

Monitorin, andrevie% o'e''ectiveness

I#act Li$elihood

,all in uiring follo" up action&


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Asset Re,ister

AssetRe,isterNu#ber

Assetna#e

Ma$e9Model Purchased Fro# -ateurchased

Purchase Price

Physical *ondition Used 'or

1

2


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3

4

5

6

7

10


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Buildin, Assets

Address of prescool;

+uildingGs !"ned b%;

+uilding is o"ned Gleased

*urrent Iarket ?alue

)ent Per annum

,ormal G:nformal 9ease

'erm of 9ease plus !ptions

!ter outgoings

)esponsibilit% of Iaintenance belongs to;

Leneral *ondition of +uildings

Leneral *ondition of Lrounds

Iaintenance )e>uirements H @rgent

Iaintenance )e>uirements H !ngoing


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:iability action lan

uired to deli#er against tis statement&+eing specific in de#eloping te action plan ensures tat e#er%one understands "at te strateg% actuall% is and tat its success or oter"isecan be determined& :t is realistic for te longer term actions to be a lit tle less specific tan te actions to be implemented in te sort term'e plan sould clearl% state "at needs to be done( b% "om( "itin "at timeframe and o" te strateg% "ill be resourced& ]

.oal Area Ob)ectives Strate,ies Resources -ate 'or*o#letion

/ho Per'or#ance Indicator


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Bud,et

[:nsert pro=ected 5 %ear financial budgetsSo"ing;

sources and le#el of current and pro=ected re#enues

ma=or costs including capital e$penditure

financial assumptions eg annual fee increases in line "it *P:( increased o*S funding

A sample budget as been included o#erleaf "ic ma% gi#e %ou some ideas "ere to start from if %ou do not a#e current budget formats]


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Service su##ary sheet 'or ne% co##ittee #e#bers

'e prescool opened G G

.e are currentl% appro#ed for places& .e are open ours per "eek

9ast >uarterGmont "e a#eraged fees a "eek

9ast %ear "e a#eraged fees a "eek

9ast %ear our fees "ere B per session per da% per "eek

'is %ear our fees are B per session per da% per "eek

!ur financial %ear runs from to

9ast %ear "e earned =

B in fees

B in grants

B oter

9ast %ear "e spent =

B in staff costs

B in oter costs

!ur surplusGdeficit "as =

At te end of te %ear ="e ad assets of


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!f tis mone% "e sa#ed B

B ,or staff pro#isions

B +uilding maintenance pro#isions

B uipment pro#isions

'is mone% "ill be used to co#er

*urrent membersip includes;

*airperson

Secretar%

'reasurer

business plan pro form a

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