GULLYBUSINESS - ILLUSTRATIVE BUSINESS PLANNING TEMPLATES Brand of Gully System Pvt Ltd These are blank starting points, not client documents, case studies or evidence of results. Adapt them to the scope of your business. No outcome or deliverable is guaranteed. 1. BUSINESS ASSESSMENT Scope and review period: Business sponsor: Evidence reviewed: Limitations and missing information: Finding: Supporting evidence: Interpretation and questions to validate: Priority and rationale: Recommended next action: Owner and review date: 2. IMPROVEMENT ROADMAP (repeat for each action) Problem and supporting evidence: Action: Owner: Dependencies and resources: Due date: Acceptance criteria: Outcome measure and data source: Baseline (leave blank until established): Target (leave blank until agreed): Review date: Status, blockers and next decision: 3. STANDARD OPERATING PROCEDURE Procedure name and version: Purpose and scope: Process owner: Trigger and required inputs: Tools and access required: Steps, responsible roles and quality checks: Exceptions and escalation path: Records to retain: Approval and review date: 4. KPI DEFINITION Measure name: Decision supported: Definition, calculation and units: Period, cohort and exclusions: Data source and owner: Refresh frequency: Limitations: Baseline and agreed target: Review trigger: Action owner: 5. COACHING ACTION PLAN Development goal: Situation I want to handle differently: Action or experiment: Intended learning: Completion date: Support needed: Anticipated obstacles: Evidence for the next review: What happened: What I learned: What I will adjust: For an explanation of these structures: https://www.gullybusiness.com/working-with-us/sample-deliverables