Name of OH Service
Trust
Business Plan
In support of the strategic and operational planning of the OH Service
Version 1.0
The contents of this document are considered confidential and the property of the [name of OH service and Trust].
Copying or reproducing the whole or any part of this document is prohibited without the express permission of [name
of OH Service and Trust]
This business plan is a dynamic document and subject to change. The reader should be clear they are reading the
latest version.
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Business Plan
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CONTENTS
1
EXECUTIVE SUMMARY
2
OPERATIONS
3
PEOPLE
4
MARKET ANALYSIS
5
MARKETING
6
FINANCIALS
7
RISK
8
APPENDIX
Version Control
Version
V1.0
V1.1
V1.2
533582026
Author
Date
Change
Page 1
Date 3/9/2016
Business Plan
1
1.1
1.2
1.3
1.4
1.5
1.6
1.7
2
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3
3.1
3.2
3.3
3.4
3.5
3.6
3.7
4
4.1
4.2
4.3
4.4
4.5
4.6
5
5.1
5.2
5.3
5.4
5.5
5.6
5.7
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Executive Summary
OH Service profile
OH Service objectives
Services offered
Key customers and stakeholders
Business/Strategic plan summary
Key Performance indicators
Resource requirements
Operations
Existing services
Development plans
Service improvement and new services
Operational costs
Quality objectives
Innovation and technology
Current and future IT and service delivery capabilities
Planned process changes
SWOT analysis
People
Assessment of the quality of people at all levels
Projection of skills needed
Opportunities for development of existing staff
Recruitment of new employees
Use of bank/agency/self-employed
Organisation chart
Methods of communication and key groups/committees
Market analysis
Market size and trends
Value of service delivery to host Trust
Competition
Estimated market share and sales
On-going market evaluation
Customer segmentation
Marketing
Market strategy
Core services and service development
Pricing
Promotion, Marketing & Sales tactics
Geography, Distribution channels
People
Process
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Date 3/9/2016
Business Plan
6
6.1
6.2
6.3
6.4
7
7.1
7.2
7.3
7.4
7.5
7.6
8
Trust Logo
Financials
Forecast profit and loss accounts (memorandum trading accounts/service line
reporting) - summary
Sensitivity of financial results to risks
Amount of financing required short-medium-long term
Financial information for management reporting
Risk
Market risk
Significiant risk to major contracts
Internal risk (e.g. expected cost improvements/efficiency savings)
Uncertainties
Mitigation of risks and uncertainties
Outline of contingency plans
Appendix
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Date 3/9/2016