In our experience over the last 20 years of working with small businesses, we have found that being able to easily access simple business templates can make a world of difference in getting things to move in the right direction. There are a number of useful templates, and in this section, we have made available some of the most common ones used in many small businesses.
More templates will be included as given by the general level of interest.
The documents provided are general models – contact an advisor if you after a template that is not included below. Although the templates will do most of the work for you, no document can be perfect without your personal touch! To improve the visual layout of the documents, we suggest that you add your company logo where you see fit.
Available templates:
Cashbook
The Cash Book template is a useful tool to manage all book keeping functions of a small business
Financial Projections (12 months)
The Financial Projections Workbook is a tool used for developing financial or budget projections over a 12 month period
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Financial Projections (3 years)
The Financial Projections Workbook is a tool used for developing financial or budget projections over a 3 Year period
Cashflow Forecast Monthly
The Cashflow Forecast is a useful tool to manage and monitor flows of cash in and out of business. It is one of the most practical tools for a small business
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Sample Employment Agreement
This a template that can be modified to suit the empolyment arrangments of a small business
Sample Letter of Offer
This a template that can be modified to suit the empolyment arrangments of a small business
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Business Plan Guidelines
A business plan guideline to kick start the process of planning
Develop Your Own Business Plan
Planning for Success is a do-it-yourself kit for developing your own business plan. It has been designed to help businesses with planning for success in a readable and practical form as you build your own business plan by working through the text. Included with the kit is a set of do-it-yourself templates. Source: New Zealand Trade and Enterprise
Do It Yourself Planning Template
Planning for Success has been compiled by an experienced team of small business advisors, all of whom have had hands-on experience of managing small businesses. The many handy hints and survival tips reflect the collective business expertise of the writers. Source: New Zealand Trade and Enterprise
Marketing Plan
A marketing plan is important in any small business to understand the profiles of their customers. This template is a useful tool to develop and clarify a marketing and promotional plan
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Confidentiality Agreement
In any business, sharing sensitive information with business partners or stakeholders without releasing it to the general public requires not only a common understanding but also a binding agreement. This template is a useful starting point to develop such a written agreement
Partnership Agreement
In a business partnership, without a binding agreement between the main parties involved, can lead to costly legal disputes in the event the partnership does not work out. This template provides a starting point to developing a partnership agreement that is suitable for all persons involved
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