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Collaboration

Business Plan
Template
Tips on using this template
Before you use the collaboration business plan template consider:
1. The purpose of the plan. Will it be used just with collaboration partners and the Legal Entity
or will there be others involved !f others will be involved what are their major interests " for
e#ample$ the financial information needs to be well supported by good service delivery plans
2. Doing your homework. Collect information about issues that may affect the collaboration
process Tal% to staff$ services users and funding bodies about the li%ely impact of the
collaboration &ee% e#pert advice from outside the organisation's sta%eholders : accountants(
solicitors( other service providers$ particularly those that have been involved in successful
collaborations
3. Using the italicised text as a guide only !gnore and delete areas that don't apply to your
collaboration
4. Working through the template slowly use only the sections relevant to your collaboration
)elete$ amend or add sections to meet your own Collaboration's needs
!. Differentiating "etween actual #s. expected figures. Where the Collaboration is a new
venture and you are using e#pected figures for turnover and finances you will need to clearly
show that these are e#pected figures or estimates *ost funding cycles are currently three
years " consider the funding cycles of all partners when developing financial predictions
$. Writing your summary last. Be brief and succinct but record the facts and be realistic but
positive
%. &e#iewing. &e#iewing' &e#iewing. Chec% you document a number of times and then also as%
a number of other people to do a proofread of the final draft
(. )nsure your final plan is personalised for your collaboration$ and professional in its
appearance
The Collaboration Business Plan Template is adapted from a general business template found
on the Australian Government website http://www.business.gov.au For information see
http:++wwwbusinessgovau+,owtoguides+Thin%ingofstartingabusiness+pages+defaultasp#
Always onsult an aountant and a soliitor before finalising any merger or amalgamation
*!"#$%T &'(% C'))AB'%AT!'" )'G'+
-Collaboration Name.
-Legal Entity/Lead Agency Head Office Address.
,-./ -ABN.
,0./ -ACN.

-Collaboration.
Business Plan
1repared/ -Date prepared.
[Collaboration Name] Business Plan [YEAR]
Ta"le of 0ontents
0olla"oration -usiness 1lan 2ummary..................................................................................!
The Collaboration/
The 0uture11111111111111111111111111111111
The 0inances1111111111111111111111111111111
*onitoring and Evaluation1111111111111111111111111
The 0olla"oration....................................................................................................................%
&ervice )elivery /
Business details11111111111111111111111111111111/
Collaboration premises111111111111111111111111111111/
Collaboration *ap11111111111111111111111111111112
*anagement of the Collaboration111111111111111111111111112
Personnel111111111111111111111111111111111112
!nnovation111111111111111111111111111111111113
!nsurance111111111111111111111111111111111113
4is% *anagement111111111111111111111111111111113
Legal considerations11111111111111111111111111111156
7peration1111111111111111111111111111111111155
&ustainability plan111111111111111111111111111111155
&W7T analysis1111111111111111111111111111111158
Practice Principles111111111111111111111111111111159
The 3uture4444444444444444444444444444444..13
:ision statement1111111111111111111111111111111159
*ission &tatement111111111111111111111111111111159
;oals and objectives1111111111111111111111111111159
<ction Plan111111111111111111111111111111111159
The 3inances444444444444444444444444444444...14
=ey objectives and financial review111111111111111111111115>
<ssumptions1111111111111111111111111111111115>
&tart?up costs1111111111111111111111111111111115@
Balance sheet forecast111111111111111111111111111115A
Profit and loss forecast111111111111111111111111111115/
E#pected cash flow111111111111111111111111111111152
5onitoring and )#aluation44444444444444444444...44441(
*onitoring and evaluation process111111111111111111111111152
2upporting Document4444444444444444444444444...4.1(
Page 4
[Collaboration Name] Business Plan [YEAR]
Collaboration Business Plan &ummary
-Please omplete this page last+
-Your collaboration business plan summary should be succinct and focus on hy your collaboration is going to
be successful! "he ansers should reflect the more detailed ansers pro#ided throughout the body of the plan!.
Bame the Collaboration
List the $artners of the Collaboration

.ame -Enter the name of each partnering organisation .
6ocation -actual location of each partner service.
The Legal Entity
6ead ,gency76egal )ntity name/ -Enter the organisation%s name.
,-./ -&egistered Australian business number!.
,0./ -&egistered Australian company number' if applicable!.
6ocation/ -Head office address.
The Purpose of the Collaboration
.ote the "enefits to "e achie#ed "y the colla"oration/
-(hy are you collaborating) (hat are the e*pected outcomes for the partnering ser#ices) (hat are the
e*pected outcomes for the ser#ice users) (hat are the e*pected outcomes for the funding body.
Practice Principles

1rinciples
-List the $rinciples that all partners ha#e agreed to abide by+
The 0uture
8ision statement/
-"he #ision statement should clearly state the o#erarching aim of the collaboration!.
9oals7o":ecti#es/
-(hat are your short , long term goals) (hat acti#ities ill you underta-e to meet them).
The 0inances
-(hat is the anticipated Collaboration Budget) (here is the funding coming from) (hat are the e*pected
outgoings) (ho ill manage the money) (hat system ill they use) Ho ill you demonstrate accountability).
*onitoring and Evaluation
.Ho are you going to monitor' e#aluate and document the impact of the Collaboration) Note the process that
ill be use/ assessment of regular financial reporting0 funding body reports0 ser#ice user feedbac- etc!+
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[Collaboration Name] Business Plan [YEAR]
The Collaboration
&ervice )elivery
2er#ices/ -(hat ser#ices ill you be pro#iding) (hat is the anticipated demand for these ser#ices currently) 1s
there li-ely to be increased demand and hat ill dri#e this groth).
Business details
-usiness name/ -Enter your business name as registered in your state/territory! 1f you ha#e not registered your business
name' add your proposed business name!.
Trading name;s</ -&egistered trading name2s3!.
Date registered/ -Date business name registered!.
6ocation;s< registered/ -4tate2s3 you are registered in!.
-usiness structure/ -4ole trader' partnership' trust' company!.
,-./ -&egistered Australian Business Number!.
,0./ -&egistered Australian Company Number' if applicable!.
92T/ -Are you registered for 5oods and 4er#ices "a*) Date registered).
Domain names/ -&egistered domain names!.
6icences = permits/ -List all the licences or permits you ha#e registered.
Collaboration premises
-usiness location/ -Describe the location and space occupied/re6uired! (hat is the si7e of the space you
occupy/re6uire) (hat geographic area ill the Collaboration co#er) (here in relation to landmar-s/main
areas) Are there ade6uate spaces for pri#ate con#ersations) 1s there heelchair access) .
-uy7lease/ -1f you ha#e purchased a business premises or are currently leasing' briefly outline the
arrangements! 1f you are still loo-ing for a lease' outline your lease re6uirements and any utilities/facilities
re6uired!.
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[Collaboration Name] Business Plan [YEAR]
Collaboration *ap
-Outline your collaboration structure in the chart belo!.
E#ample: where the services collaborating are not Legal Entities in their own right
*anagement of the Collaboration
6egal )ntity or 6ead ,gency/ -1nsert Name!.
6egal )ntity7 6ead ,gency 5anagement 0ommittee -List the names of the 8anagement Committee of the
Lead Agency +
0olla"oration 0ommittee *List the names of those on the Collaboration Committee and the organisations that
they represent+
1rocess/ -E*plain the process by hich the Legal Entity/Lead Agency ill or- ith the Collaboration
Committee to go#ern the Collaboration! 9or e*ample/ decisions made by Collaboration Committee made up of
representati#es of each partner organisation plus representation from the Legal Entity ith all strategic
decisions and financial decisions abo#e a set amount to be ratified by the 8anagement of the Legal Entity!.
$ersonnel * +e,lude this setion if the Collaboration is not going to diretly employ staff %emember the
Collaboration must be a legal entity in its own right before it an be an employer. -
0urrent staff
-List your current staff in the table belo!.
Page 7
Figure 1: Organisation Chart. [Insert your own chart ]
Collaboratio
n
Legal Entity
for 5
Legal Entity
for 8
Legal Entity
for 9
Legal Entity
for > C @
Partner 5 Partner 9
Partner 8
Partner @
Partner >
[Collaboration Name] Business Plan [YEAR]
>o" Title .ame 2kills72trengths
&e?uired staff
-List your re6uired staff in the table belo!.
>o" Title @uantity 2kills necessary Date re?uired
&ecruitment options
-Ho do you intend on obtaining your re6uired staff) Ad#ertising in the local paper' online ad#ertising' and/or
training current staff members).
Training programs
-Are there any training programs you ill be organising in the e#ent you cannot find the re6uired s-ills) Are
these in:house or e*ternal pro#iders) (hat training ill you as the business oner/manager underta-e to -eep
your s-ills current).
2kill retention strategies
-(hat procedural documentation ill you pro#ide to ensure the s-ills of staff are maintained) Do you ha#e an
appropriate allocation of responsibilities) Ho are responsibilities documented and communicated to staff)
(hat internal processes ill you implement to regularly chec- that the current s-ills of staff members are still
appropriate for the business).
!nnovation
Apportunities
-(hat are the opportunities to be inno#ati#e in the ays that you support ser#ice users' create a learning
en#ironment ithin the collaboration and support staff in their professional de#elopment! Are there any gaps in
local ser#ice deli#ery that inno#ation can help you fill)+
!nsurance
Workers compensation/ -$ro#ide details if you ha#e or-ers compensation insurance) "his is mandatory if
you ha#e employees!.
1u"lic lia"ility insurance/ -$ro#ide details if you ha#e public liability insurance) "his co#ers any third party
death or in;ury!.
1rofessional indemnity/ -$ro#ide details if you ha#e professional indemnity insurance) "his co#ers any legal
action ta-en out as a result of your professional ad#ice!.
1roduct lia"ility/ -$ro#ide details if you ha#e product liability insurance) "his co#ers any legal action ta-en
out as a result of in;ury' damage or death from your product!.
0olla"oration assets/ -$ro#ide details if you ha#e insured your business assets in the e#ent of a fire' burglary'
or damage) 9or e*ample/ building' contents' motor #ehicles!.
4is% management
-List the potential ris-s 2in order of li-elihood3 that could impact your business!.
Page 8
[Collaboration Name] Business Plan [YEAR]
&isk 6ikelihood Bmpact 2trategy
.Description of ris- ,
impact on business+
.Highly <nli-ely'
<nli-ely' Li-ely'
Highly Li-ely+
.High'
8edium'
Lo+
.(hat actions ill be ta-en
to treat the potential ris- to
the Collaboration+
Legal considerations
-List the legislation hich impacts on the go#ernance of your Collaboration and its ser#ice deli#ery!.
E#amples: Legislation listed below is just a sample Each Collaboration needs to determine the <cts which may
impact on it
,ntiCDiscrimination ,ct 1DD1 ;@ld<
http/77www.legislation.?ld.go#.au76)9B26T.7,0T271DD17D1,0E(!.pdf
0ommission for 0hildren and Foung 1eople and 0hild 9uardian ,ct 2EEE ;@ld<
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7070ommis0hild,EE.pdf
0ommission for 0hildren and Foung 1eople ,mendment 6egislation 2EE$
http/77www.legislation.?ld.go#.au76)9B26T.7,0T272EE%7E%,0E4E.pdf
&acial Discrimination ,ct 1D%! ;0th<
http/77www.austlii.edu.au7au7legis7cth7consolGact7rda1D%!2E27
2ex Discrimination ,ct 1D(4 ;0th<
http/77www.austlii.edu.au7au7legis7cth7consolGact7sda1D(42ED
Disa"ility Discrimination ,ct 1DD ;0th<
http/77www.austlii.edu.au7au7legis7cth7consolGact7dda1DD22$47
Human &ights and )?ual Apportunity 0ommission ,ct 1D($ ;0th<
http/77www.austli.edu.au7au7legis7cth7consolGact7hraeoca1D($!127
The Domestic and 3amily 8iolence 1rotection ,ct ;1D(D<
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7D7Dome3am81,(D.pdf
The Domestic 3amily 8iolence &egulation ;2EE3< and their amendments
http/77www.austlii.edu.au7au7legis7?ld7consolGreg7daf#pr2EE34%E7
The 0hild 1rotection ,ct ;1DD%<
http/77www.legislation.?ld.go#.au76)9B26T.7,0T271DDD7DD,0E1E.pdf
The 0ommunity 2er#ices ,ct 2EE%
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7070ommun2er#,E%.pdf
0ommunity 2er#ices &egulation 2EE(
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7070ommun2er#&E(.pdf
The 2upported ,ccommodation ,ssistance 1rogram ,ct 1DD4
http/77www.austlii.edu.au7au7legis7cth7consolGact7saaa1DD43!D7
The Housing ,ct 2EE3
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7H7Housing,E3.pdf
Housing &egulation 2EE3
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7H7Housing&E3.pdf
WorkersI 0ompensation and &eha"ilitation ,ct 2EE3 ;@ld<
http://www.legislation..ld.gov.au/)$G!#)T"/ACT#//001/01AC0/2.pdf
Workplace Health and 2afety ,ct 1DD! ;@ld<
www.legislation. ?ld .go#.au7legisltn7current7w7workplhsaaD!.pdf
Workplace Health and 2afety &egulation 1DD% ;@ld<
http/77www.deir.?ld.go#.au7workplace7law7legislation7regulation7index.ht m
3ire 2er#ice and &escue ,ct 1DDE
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7373ire,&esc2e,DE.pdf
3ire and &escue 2er#ice &egulation 1DD1
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7373ire,&esc2e&E1.pdf
-uilding 3ire 2afety &egulation 2EE(
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7-7-uildg3ire2&E(.pdf
-uilding 3ire 2afety &egulations ,ct 1DD1
http/77legislation.?ld.go#.au76)9B26T.726271DD17D126.1(%.pdf
, .ew Tax 2ystem ;,ustralian -usiness .um"er< ,ct 1DDD ;0th<
http/77www.austlii.edu.au7au7legis7cth7consolGact7ants"na1DDD4%E7
,ssociationsI Bncorporation ,ct 1D(1 ;@ld<
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7,7,ssocBncorp,(1.pdf
Page 9
[Collaboration Name] Business Plan [YEAR]
,ssociationsI Bncorporation &egulation 1DDD ;@ld<
http/77www.legislation.?ld.go#.au76)9B26T.70U&&).T7,7,ssocBncorp&DD.pdf
&ockhampton WomenIs 2helter 0onstitution
Bncome Tax ,ssessment ,ct 1D%1
www.austlii.edu.au7au7legis7 cth 7consolG act 7itaa 1DD% 24E7
2uperannuation 9uarantee ;,dministration< ,ct 1DD2 ;0th<
www.austlii.edu.au7au7legis7cth7consolG act 7sga 1DD2 43E7
7peration
0ommunication 1lan
.Ho ill partner ser#ices communicate ith each other' their staff' their management committees' the lead
agency/Legal Entity' ser#ice users' the funding body and other sta-eholders!+
0olla"oration ,cti#ities
-(hat specific ser#ices ill be deli#ered by the Collaboration and o#er hat geographic area).
0lient 9roup
.(ho ill ser#iced by the Collaboration+
,ssets
-List your current assets in the table belo!.
,sset @uantity 8alue
Technology ;2oftware</ -1s e#eryone already using the same operating system on their computers) (ill ne
softare be re6uired! (ill ne systems to be used re6uire ne softare! Ho ill the 1" support be pro#ided .
2er#ice hours/ . (hen is ser#ice on offer to the community+
@uality control/ -(hat 4er#ice 4tandards are used by the Collaboration $artners! Ho ill you collect and
use client feedbac- to ensure that you focus on continuous impro#ement in ser#ice deli#ery! +
&ustainability plan
0ommunity impact and engagement
-Ho ill your Collaboration affect the local community) Ho can you engage the community to support your
acti#ities).
&isks7constraints
-List any ris-s/constraints to your Collaboration%s operating en#ironment resulting from things outside your
control) 9or e*ample' loss of funding to a partner.
2trategies
-List Engagement 4trategies' Communication 4trategies' strategies for managing reduced funding or loss of
partner)+
,ction plan
-List your sustainability milestones belo).
5ilestone Bndicator Date
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[Collaboration Name] Business Plan [YEAR]
&W7T analysis
-List each of your Collaborations strengths' ea-nesses' opportunities or threats in the table belo and then
outline ho you plan to address each of the ea-nesses/threats!.
2trengths Weaknesses
Apportunities Threats
Page 11
[Collaboration Name] Business Plan [YEAR]
Practice Principles
-List the agreed Practice Principles.
0or E#ample:
EDuity
)iversity
&ocial Eustice
Empowerment
!nterconnectedness
)emocratic decision ma%ing processes
4egular and inclusive communication
Commitment to cooperation and collaboration
Effectiveness of processes
0ocus on clients$ their families and Duality of life outcomes
Transparency and accountability
*inimising the impacts of social constructs on clients and their families
The 0uture
:ision statement
-(hat is your Collaboration=s #ision statement! "his should clearly state the o#erarching aim of the
Collaboration!+
*ission statement
-(hat is your Collaborations= mission statement) 1!e! ho ill you achie#e your #ision).
;oals+objectives
-(hat are your short , long term goals) (hat acti#ities ill you underta-e to meet them).
<ction plan
1lease note/ This table does not include sustainability milestones as they are listed in the sustainability section
above
5ilestone Date of expected completion 1erson &esponsi"le
(hat are the milestones you need
to complete starting from today
(hen to you plan to complete
them)
(ho is responsible for deli#ering
this milestone)
Page 12
[Collaboration Name] Business Plan [YEAR]
The 0inances
=ey objectives and financial review
3inancial o":ecti#es
.List your -ey financial ob;ecti#es! "his can be cost sharing' ne funding+
3inance re?uired
.Ho much money up:front do you need) (here ill you obtain the funds) Are partners ma-ing a financial contribution to
the Collaboration)+
<ssumptions
The financial tables on the subseDuent pages are based on the assumptions listed below:
-List your financial assumptions! "hese can include on:going funding for all partners' contributions by
partners etc!.
Page 13
[Collaboration Name] Business Plan [YEAR]
&tart?up costs for -FE<4.
-Double:clic- the table belo to enter your details or attach your on start up costing sheet at the bac- of
this business plan.
0ommencement
0osts
0ost ;J< )?uipment70apital
0osts
0ost ;J<
Business Bame 4egistration if
necessary
&tart up capital
)omain Bame 1lant and e?uipment
:ehicle 4egistration :ehicles
<ccountant fees Computer eDuipment
&olicitors fees Computer software
4ental lease cost Grent
advance+depositH
Phones
Itility connections C bonds 0a# machine
Phone connection Photocopier
!nternet connection )ata projector
Computer software &ecurity &ystem
Wages 0urniture
&taff training
*embership fees C
affiliations
7ther
Bnsurance
Building and contents
:ehicle
Public liability
Professional !ndemnity
Wor%ers compensation
Collaboration assets
Printing
&tationary and office supplies
*ore
Total start up cost Total e?uipment7capital costs
Page 14
[Collaboration Name] Business Plan [YEAR]
Balance sheet forecast
-Double:clic- the table belo to enter your details or attach your on Balance sheet forecast at the bac- of
this business plan.
-alance 2heet
3orecast
2E1172E12 2E1272E13 2E1372E14
Current Assets
Cash
Petty Cash
Pre?paid e#penses
Fi,ed Assets
Leasehold
Property C land
4enovations+improvements
0urniture C fit?out
:ehicles
Computer EDuipment
7ther
Total ,ssets
Current/short3term liabilities
Credit cards payable
<ccounts payable
!nterest payable
<ccrued wages
!ncome ta#
7ther
)ong term liabilities
Loans
7ther
Total lia"ilities
.et ,ssets
Page 15
[Collaboration Name] Business Plan [YEAR]
Profit and loss forecast
1rofit = 6oss 3orecast
2E1172E12 2E1272E13 2E1372E14
3unding
Less cost of service delivery
7ther
9ross profit7net sales
$,penses
<ccountant fees
<dvertising
Ban% fees C charges
Ban% interest
Credit card fees
Itilities
Telephone
!nternet
!T services
Lease+loan payments
4ates and rents
*otor vehicle e#penses
4epairs and maintenance
&tationary C printing
!nsurance
&uperannuation
!ncome Ta#
Wages
7ther
Total e,penses
.)T 1&A3BT
Page 16
[Collaboration Name] Business Plan [YEAR]
E#pected cash flow
)xpected cash flow >an 3e" 5ar ,pr 5ay >un >ul ,ug 2ep Act .o# Dec
Apening -alance
Cash inoming
0unding
<sset sales
4oom hire
Total inoming
0ash Autgoing
Purchases
GEDuipment+computers
etcH
<ccountant fees
&olicitor fees
<dvertising
Ban% fees C charges
!nterest paid
Credit card fees
Itilities
Telephone
!nternet
!T services
Lease+loan payments
4ent C rates
*otor :ehicle
e#penses
4epairs C
maintenance
&tationary C printing
*embership C
affiliation fees
!nsurance
&uperannuation
!ncome Ta#
Wages
7ther
Total outgoing
5onthly cash
"alance
06A2B.9
-,6,.0)
*onitoring and evaluation
5onitoring and e#aluation process -)evelop a list of objective criteria by which you will monitor and
evaluate the ongoing success of the Collaboration.
0or e#ample:
*onthly balance sheets which reflect the financial viability of the Collaboration
4eports to funding <gencies
)ocumented satisfaction of the funding body
The annual financial audit
Client and sta%eholder surveys that reflect the level of service user satisfaction
*inutes of the Collaboration meetings that record positive and negative issues associated with the
Collaboration itself and also note the impact of the collaboration on the partner organisations
)emonstrable improvements in service delivery
Page 17
[Collaboration Name] Business Plan [YEAR]
)emonstrated credibility within the sector
!ncreased engagement by sta%eholders
;ood staff retention
<wards or public recognition achieved by the Collaboration
)emonstrated interest by other agencies in using your model
&upporting documentation
<ttached is my supporting documentation in relation to this business plan The attached documents include:
-List all of your attachments here! "hese may include resumes' in#entory list' sur#ey/6uestionnaire
and/or financial documents!.
Page 18

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