client profile questionnaire · the profile’s purpose is to support your brief reflection on the...
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Client Profile Questionnaire
Please note: The use by ABDI of the material obtained through completion of this questionnaire is governed by the Privacy and Confidentiality Policy of ABDI. This can be reviewed at www.abdi.com.au/terms/. Respondents are encouraged to reply direct to ABDI to support ABDI’s more detailed understanding of their business needs. If respondents have questions regarding this document, they are invited to contact the ABDI Principal, Gordon Stone, on phone 0408 063 229; [email protected].
Agri-Business Development Institute (ABDI) | a PO Box 7642 Toowoomba South QLD 4350 | p (07) 4615 2255 | e [email protected]
Department of Agriculture and Fisheries (DAF) – Alex Stirton | p (07) 4654 4212 | e [email protected]
Preamble About the Client Profile Questionnaire Thanks for taking the time to complete the Client Profile Questionnaire. This is a crucial first step for all clients who express interest in participation in the Agri-Business Development Program.
The Profile’s purpose is to support your brief reflection on the current state of your business – where it is up to, how it is going, where it is heading – and the fit with your own personal plans and desires. There are no right or wrong answers – the aim is to stimulate your personal thinking and start your own review process – and to encourage honest and open answers to all questions. This process provides ABDI with an understanding of the needs of Program clients.
It also allows you to review your progress over the program. It creates a Baseline of where you were when you started, so you can measure the differences – your Levels of Achievement – so we can all celebrate your progress over time.
Leading Sheep Financial Assistance To apply for the subsidised Leading Sheep price, please complete this questionnaire. Applications will be assessed on the mandatory criteria below and your responses to this questionnaire. Once you complete the questionnaire, please click “submit”.
If you don’t meet the mandatory criteria please contact Gordon Stone (07 4615 2255 – [email protected]) or Alex Stirton (07 4654 4212 - [email protected]) to discuss alternative options.
Financial assistance mandatory criteria: • Applicants must be a Queensland wool producer• Applicants must be aged 18 to 45 years • A maximum of two people from the same business can receive financial assistance from LeadingSheep • Applicants must complete the full 12 month Agribusiness CEO Mentoring program
More details on the subsidy are available here.
About Leading Sheep Leading Sheep is a proactive network of Queensland sheep and wool businesses; at the forefront of practical and relevant information and technology to equip progressive and thriving producers for the future. Leading Sheep is an important partnership between Australian Wool Innovation and the Department of Agriculture and Fisheries, and supported by AgForce.
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 1 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
Crowe Horwath (accounting and financial advisory) also provides input and support to the Program.
Applicant details:
Date:
Name:
Phone: E-mail:
Age:
Your role in the business:
Please describe your role:
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 2 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
Your Current Situation Property details Name of property:
Location/address:
Type of Ownership (can be one or both, please tick): ☐ Owned☐ Leased; if so, what % of enterprise:☐ Other relevant issues (please add notes):
Personnel Contact or Owner / Manager’s name(s): Age group (please tick): ☐Under 25 yrs ☐25-39 yrs ☐40-49yrs ☐ Over 50 yrs
Other owner / director / decision maker name(s): Age group (please tick): ☐Under 25 yrs ☐25-40 yrs ☐40-55yrs ☐ Over 55 yrs
Other name(s) / ages:
Corporate owner name if relevant:
Those also involved in running the enterprise – their role (eg. Operations Mgr, Contractor) and age: Role: Age: ☐Under 25 yrs ☐25-40 yrs ☐40-55yrs ☐ Over 55 yrsRole: Age: ☐Under 25 yrs ☐25-40 yrs ☐40-55yrs ☐ Over 55 yrsRole: Age: ☐Under 25 yrs ☐25-40 yrs ☐40-55yrs ☐ Over 55 yrs
The current farm operation Key overview details of your farming situation:
1. Details of Property (please tick and complete):☐Overall size ha
And the % used for different types of enterprises: ☐Agricultural/cropping; %; what crops ☐Pastoral only: % ☐Livestock:
• Beef: ___% Breed:• Wool Sheep: ___% Breed:• Meat only Sheep:___% Breed:
☐Mixed use (pastoral and cropping combined) % for the type:☐Horticultural; %; what crops ☐Dairy; %; what markets ☐Feedlotting; %; what markets ☐Other uses, % and type:☐Not used for agriculture:
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 3 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
2. Details of your Products, Markets and Customers:
The primary Products you produce are: For which Market: For which Customer(s):
3. Approximately the total (gross) Farm Income, before costs, from your agricultural
enterprises: ☐Up to $500,000 ☐$500,000 – $1 mill ☐$1 mill – $1.5 mill ☐$1.5 mill – $2 mill ☐Over $2 mill. Other comments on level of income from the enterprise:
4. Do you have Other Sources of Income (eg. partner working off-farm or contracting
enterprises) or off farm investments such as shares / real estate? ☐Yes ☐ No Comments:
If Yes, how essential are they to the viability of the overall enterprise; (on a scale of 1-10 where 1= Non-essential and 10 is Essential)?
Non-essential ☐1 ☐2 ☐3 ☐4 ☐5 ☐6 ☐7 ☐8 ☐9 ☐10 Essential
If No, what is the reason or function for the income (eg. wife likes own source of income, contracting provides business diversity, etc):
5. Level of Profit or Return on Investment:
Without divulging personal information, how happy are you regarding your average level of profit – particularly when you consider fixed costs, your skills / experience as the business operator, the potential of the enterprise and the market opportunities available (on a scale of 1-10, where 1= Concerned and 10 is Unconcerned)?
Concerned ☐1 ☐2 ☐3 ☐4 ☐5 ☐6 ☐7 ☐8 ☐9 ☐10 Unconcerned
Other comments:
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 4 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
Your Business Planning Process 6. Do you have a Formal Written Plan that guides your business direction?
☐Yes ☐ No Comments: If Yes, what type (please tick one or more):
☐Farm Plan (what crops to plant; paddocks/livestock to rotate and where per season) ☐Property Management Plan (showing natural features including soils and infrastructure) ☐Marketing Plan (defining the strategic markets, any product specifications, etc) ☐Business Plan (business development strategies for the longer term) Please comment on how often it/they is/are updated and the basis for updating, eg. annually / seasonally:
If not a formal plan(s) – how do you undertake this planning and how well does it work?
7. Please briefly describe your Strategic Decision Making Processes (3-10 year horizons)
about new or future activities or plans and who you involve in this process: The type of business decision making you use, eg. roundtable discussion, single person decision making, key decision making group (could be 2 key people):
Influences of external parties, eg. agronomist, animal nutrition specialist, accountant, business consultant, business coach:
Other factors that are used in this process:
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 5 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
Your Business Plans 8. What Changes / Improvements (if any) are you hoping to make over the next 3-5 years?
(Please prioritise up to 4, with 1 being the highest priority, in each section below): i. Products and Markets (eg. new products or customers, selling approaches, use of
futures)
ii. Introduction of technology (eg. use of R&D results, new machinery, computers or other
electronic equipment; systems such as Precision Agriculture or new watering systems)
iii. Business management approaches (eg. different software, consultants / advisers of all
types, financial management, cash flow, staffing, putting in new business systems, etc)
iv. Production (eg. new/different/more livestock or crops and/or their management /
rotations)
v. Natural Resource Management (eg. planting trees, fencing waterways or natural
vegetation, better soils management, water management)
vi. Risk management (eg. profit, business, climate, market, customers / clients, etc)
vii. Overall what are the top 3 issues of concern to you over the next 18-months?
viii. What do you see as the most critical issues facing you over the next 5-years?
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 6 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
9. What Longer Term Goals do you have for your enterprise, eg. land expansion,
intergenerational transfer, moving into new markets, sale of some/all of the business?
10. How convinced are you that you already have all the Information and Expertise to make
and act on these types of decisions (on a scale of 1-10 where 1= Unconvinced and 10 is Convinced)?
Unconvinced ☐1 ☐2 ☐3 ☐4 ☐5 ☐6 ☐7 ☐8 ☐9 ☐10 Convinced Comments in general:
11. What are the main Limitations/Frustrations to achieving these goals, eg. from production
issues of soils, water, climate, etc; to markets and labour; to setting goals and managing money, income streams, family decision making / communication, succession, other generations, etc?
What is being done specifically to address these?
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 7 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688
You, your business and your market 12. What is Unique about you and your business that could distinguish you from others?
13. How do you keep in touch with your Market Place – about product needs, to build customer
relationships and to ensure you are meeting specifications?
14. Wool industry involvement:
i. Describe your current wool industry involvement?
ii. What are you aspirations and/or plans for your future involvement in the wool industry?
(Please note, these details will remain confidential and will not be shared with third parties.) For further information please contact ABDI Director, Gordon Stone, on phone 0408 063 229. Once you have completed the questionnaire, please click the "submit" button below to email back to [email protected] and [email protected].
Submit
Agri-Business Development Institute, PO Box 7642, Toowoomba South Qld 4350 Page | 8 Phone 07 4615 2255, 0408 063 229; email [email protected] ABN 78 169 149 688