Did you know that one of the easiest ways to optimise your cash flow is to make sure that you send your invoices immediately and that they are clear and easy to understand? Tax invoices are also important documents for the GST system and must meet the requirements of the ATO to be valid. If it does not contain all the required information, it can still be considered valid if supplied with supporting documents where the missing information can be clearly identified. Download and keep handy our checklist.

A SWOT analysis allows your business to identify, and then maximise on its strengths and opportunities, and overcome its weaknesses and threats. Analysing the four quadrants opens the door to brainstorm for solutions. An action plan should follow your SWOT once you have established your priorities. We have compiled a downloadable starter SWOT for small to mid-sized businesses.

You may have the best product or service, but if customers can’t understand your offer, then you risk them buying from someone else. A lack of clarity about your offer can also affect your brand trust. It is important to communicate a clear message that encapsulates your vision, story, and value. Keep it simple and keep it consistent at all touch points. To assist you, we have compiled a downloadable checklist as a simple framework.

Goals are steps you take to help turn your vision into reality. Your goals are your roadmap to keep you focused and committed. You will find your productivity and efficiency increase as a result because you are clear on where you are headed, how you are going to get there, and when. Evaluate your goals regularly and refine them to improve on progress. To keep the motivation going never lose sight of the bigger picture as you chip away at your goals. Download our easy-to-follow guide.

When you’re in a small business it can be difficult to find the time to focus ‘on the business’ as you are too busy working in it. To assist with the time you do have left for planning to grow your business, you can use the S.M.A.R.T criterion as a framework to provide a clear direction for your goal setting. Download our S.M.A.R.T checklist summary to assist with your next planning session.

Key Performance Indicators (KPIs) are used to measure specific goals for your business. KPIs can help with performance optimisation and guide your business decisions. How do you define insightful KPIs? Download our easy-to-follow guide. 

A business budget tells you how to direct your money to where it is needed most. It will determine your business goals and decisions. Download our easy-to-follow guide and template links for small business owners.

In an information-saturated world, your message will be unheard unless you stay focused on your target market. Defining your target audience directs your marketing efforts. Download our general checklist that provides a starting point for small business owners to work from.

A customer service strategy should be based on your vision and be at the heart of your business goals. The importance of the customer experience should be conveyed to all your employees. Your customers will expect quality professional products and services that are provided on time. Ensure that you are delivering as promised to your customers. Download our simple 3-step customer service strategy checklist.

If your employees are truly engaged they will bring motivation and their best selves to work each day, committed to the business’ values and goals. They will achieve outcomes for the business because they want to, not because they must. They genuinely want to make a difference for the business and others. Download our 5-step employee engagement plan.

Is your business prepared for an emergency? Having a plan in place can help with business survival and getting back to business as usual (BAU) quicker. Download our 4 -step checklist to help you prepare for the unexpected.

It is important for your business to continue to have a COVID-19 plan in place. We have provided a reminder of the basic steps that can be taken to minimise the risk of COVID transmission, and have also provided a couple of useful links to access extended resources to build out your COVID Safety plan.

A Business Resiliency Plan should prepare you for any disaster. This could range from cyberattacks to fire, flood, or utility outages to name a few. Effective business resiliency planning includes establishing an acceptable minimum level of operations. We have provided a guide for you to download of the questions that could be asked in preparation of your plan.

COVID has served a huge slice of change and has highlighted the shifts in customer behaviours when change occurs. As a business, it is important to have a customer-strategy in place for the here-and-now, and the future, based on creating value. It is imperative to reimagine your customer strategy during times of change. We have provided some starting points to assist with the process.