Planning & Financial Insights Workshop

Date: 24 July 2026

Time: 1pm – 4pm

Location: Queenstown Business Chamber of Commerce Office

The participants will work through the structure of a business plan. With practical support, they’ll set goals, identify strategies, and walk away with clear action steps to implement immediately.

In the Financial Awareness section, business owners will learn what reports are important, what they indicate and how to use them to make more informed financial decisions.

This combined session empowers attendees with the confidence and clarity to begin to grow their business in a structured, financially sound way.

Business Planning (80%)

Gain clarity on your business goals, vision, and direction.

Start to define your 90-day Action Plan, 1-year goals, and long-term targets.

Develop a roadmap for growth, profitability, and improved cashflow.

Learn how to use analysis to strengthen your planning.

Identify how financial reporting supports effective planning and decision-making.

Financial Awareness (20%)

Develop an understanding of your key financial reports.

Learn key accounting concepts, including cashflow vs profit.

Service Timeframe

3 hours in person + a pre session survey

This programme is delivered in person.

We run face to face sessions for up to 10 businesses, each business may have 1-2 people attend.

We require 8 or more people to attend to be economically viable.

Face to face deliver provides the best value for participants.

$300 plus GST per person for the 3 hours delivered as broken-down in-Service Timeframe above.