This tool provides guidance on creating a one-page business plan by summarizing the key information developed in the ROOTs tools. An effective one-page plan is short, simple, and acts as a "true north" guide for the business. The plan should be reviewed regularly and updated to keep it current and ensure operational plans remain aligned. Regular reviews will help the business stay on track to achieving its vision and objectives.

1. Tool 12:
One-Page
Business Plan
This project has been funded withsupportfromthe European Commission. This publicationreflects the views
only ofthe author, andthe Commissioncannotbe heldresponsible for any use which may be made ofthe
informationcontained therein

2. Tool 12: Your One Page Plan
Thistool is aboutpullingall yourideasandnotesfromthe ROOTs toolsintoa One-Page Business
Plan.By completingeachof the ROOTsexercises, youwill have refinedanddevelopedyour
enterprise’svisionaswell as draftingasetof objectives whichyouhave supportedby asetof clear
strategies.Youwill alsohave draftedasetof businessimprovementprojectsthatinclude asetof
SMART plansand actions.
Althoughthisisreferredtoasa One-Page BusinessPlan,itcanof course be spreadoverseveral
pageswhich reflectsyourenterprise’ssize andcomplexity –the bestadvice isto KEEP IT SHORT and
SIMPLE.
Once you have draftedyourplan,presentanddiscussyourplanwithstakeholders, employees and
managers.Checkthatthe planisrealisticand achievable consideringyourresourcesandthe time
scalesyouhave set.
Once you are satisfiedwiththe final plan,share itandcommunicate itas widelyaspossible.Referto
the plan weekly,if notdaily.Use yourOne-Page BusinessPlanasyour‘TRUE NORTH’ and directional
guide.Whenyouandyour team,prepare operational plansandtargets,make sure theyare
consistentwithyourOne-PageBusinessPlan.
Take the time at leastmonthly,if notweekly,toreview andup-date yourOne-Page Planasthiswill
keepitcurrentand alive – businessplans shouldbe aliving,breathingandevolvingplanandNOTa
documentstoredina filingtrayanddustedoff once a year!
GOOD LUCK WITH YOUR ONE-PAGE BUSINESS PLAN!
Hopefully your enterprise will not only ‘Recognise Cultural Heritage
Opportunities’ for your Enterprise it will EXPLOIT them making your enterprise
a SUCCESS!
Wishing you every success!
From the ROOTS Team

3. My One-Page Business Plan
<Insert Enterprise Name> + Logo
Date Start: Date End:
Vision:
<Insert your enterprise vision>
Objectives and Strategies:
<Insert your enterprise’s objectives and strategies>
Business Improvement Projects and Plans:
<Insert your enterprise’s projects and plans>