The Leanbase System

Simple financial and business planning
for startup and early stage organisations.
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The Leanbase system is a simple financial and business planning system designed to help business owners and management teams  to  monitor and control their financial and business performance even if they do not have relevant financial or commercial experience.


The system is an integral part of our Business Planning Service  which we use to help start ups and small enterprises achieve their goals.

In essence, the Leanbase system is all about determining a set of financial and non financial targets  as a tool to help you  monitor and  control your business performance and then ensuring you have a solid foundation  in place to meet these targets and grow.

Financials and targets

The starting point of the Leanbase system always involves the creation of a financial plan/forecast and a set of Key Performance Targets (KPTs) that reflects your business plan/ aspirations.  

The idea then is that you stick firmly to this plan (and the achievement of these key performance targets) only making revisions and changes when there is clear evidence that an 'Adjusting  Event'  has occurred , or is about to occur,

Adjusting Events

An `adjusting event` is an event or occurrence that  impacts an aspect of your product/service, business model or business strategy and makes a noteworthy difference (positively or negatively) to one or more your KPTs and /or your overall financial performance. Examples include a loss of a major customer, a major change in legislation or technology,  taking on a new employee,  series of poor sales, the results of a test and measure initiative, the Covid 19 pandemic, securing a new contract,  running out of cash, etc.​

 Therefore, a vital part of the Leanbase system is ensuring that some form of monitoring process is put in place that can keep track (periodically or in real time) of your performance against your targets and detect any potential threats and opportunities.

Laying the foundations for growth.

To help you maximise your chances of achieving your targets we generally encourage you to examine and implement, as a minimum, what we call the `seven non negotiable planning decisions  for growth`.

These are the seven key planning decisions proven to boost the chances of success and, if you look close enough, you will find that most successful start up enterprises have implemented most ,if not all, of these must these do planning decisions.

As such, the more of these planning decisions you implement (as well as others that complement them), the stronger the foundation for your future business growth.

Special version for the Self Employed  

Although the scheme is flexible enough be to adjusted to meet the needs of organisations of all sizes and types it is clear that self employed businesses have a unique set of  problems that need to be managed properly.​


These problems  include dealing with ups and down in income, budgeting for tax bills, a lack of proper bookkeeping records, no  proper income protection (e.g. sick or maternity pay) , pension issues, etc.


So if you are self employed we will enrol you on the self employed version of the Leanbase system  which help you solve the above mentioned problems and enable you to achieve you overall business goals.

Accessing The Programme

The Leanbase programme is now incorporated into our core  Business Planning Service which means you get the benefit of having the principles of the programme tailored to the exact needs of your organisation. 


As part of the service you will get a copy of the Leanbase workbook from which we will frequently work together as a template and practical guide.

The workbook  will also serve you well after we finish working together and we will continue to send you FREE updates as we improve the system as well as tips on how to get the best from the system.