Page 11 - Profit assessment Template v1

Profit First Rollout

The Profit First Rollout Plan provides our roadmap for reaching our initial target levels. The Rollout Plan
is typically a progressive plan and is normally applied over 4 to 8 successive Quarters dependent upon
the level of change that is required to move us from the Current Allocation Percentages to the Target
Allocation Percentages.

For [Company Name] we have assessed that a Rollout Plan over [4] Quarters will provide for steady,
st
gradual improvement and should be achievable. [4] Quarters will reflect an anticipated start date of 1
Month 201x with the aim of achieving the Target Allocation Percentages by the end of the full financial
year for 20xx.

Subject ACTUAL Q1 Q2 Q3 Q4
(Target)

Profit Allocation Adjustment 1% 1% 1% 2%

Profit Allocation Cumulative 0% 1% 2% 3% 5%

Owner's Pay Allocation Adjustment 0% 0% 0% -2%

Owner's Pay Allocation Cumulative 57% 57% 57% 57% 55%

Tax Allocation Adjustment 1% 2% 3% 4%
Tax Allocation Cumulative 0% 1% 3% 6% 10%

OpEx Allocation Adjustment -2% -3% -4% -4%
OpEx Allocation Cumulative 43% 41% 38% 34% 30%

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