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Business worksheet

Business action plan

Set a business goal, choose three priorities and assign tasks, costs and deadlines. Fill in the worksheet and download or print your action plan.

Before you start

Useful for: People starting a business, restarting after a setback, or trying to organise the next 1 to 3 months.

  • Be clear about your main business goal for the next 1 to 3 months.
  • Write down your current situation honestly, including any challenges around stock, cash, equipment, or customers.
  • Decide who is helping you, even if it is only one family member, partner, or assistant.
Jump to a section
  1. 1. Goal and current situation
  2. 2. Top three priorities
  3. 3. Actions
  4. 4. Resources needed
  5. 5. Review and follow-up

Your worksheet

Type your notes below, then download or print a copy. Notes stay on this page and are not saved when you leave.

Goal and current situation

Start with one clear target and a short view of where the business stands now.

What result do you want by the end of this plan period?

What is happening in the business right now?

What is the biggest thing slowing progress?

Top three priorities

Choose the three priorities that matter most right now.

What must happen first?

What is next after that?

What else is important in this period?

Actions

Break each priority into practical tasks.

List the actions you must complete for each priority.

Who will do each action?

When will each action be done?

Resources needed

List what you need so you can spot gaps early.

What equipment, materials, or stock do you need?

How much cash is required and for what purpose?

Do you need training, approval, transport, or a partner?

Review and follow-up

Decide how you will check progress and adjust the plan.

When will you review this plan?

What signs will show you are on track?

What will you change if progress is too slow?

Worked example

A fictional business, shown to help you fill in the worksheet.

Zikomo Mobile Services: Mobile money, airtime, and phone charging kiosk

A kiosk owner wants to grow daily customer numbers and reduce days when float runs too low.

Goal and priorities

  • Goal: increase daily transactions by 20 percent within 8 weeks.
  • Priority 1: improve float planning for busy days.
  • Priority 2: make the kiosk easier to find and trust.

Actions

  • Track daily float use for two weeks.
  • Paint a clear service sign and display hours.
  • Offer a simple customer reminder on WhatsApp for weekend availability.

Resources and review

  • Need MWK 35,000 for sign updates and extra charging cable stock.
  • Need one family member to cover lunch hours on market days.
  • Review after 4 weeks using daily transaction records.
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