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Starting
your own business
a self-assessment tool
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If you see
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tap on it.
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A loan application
requires the completion of a full business plan and other documentation, all
of which will take a considerable amount of time. This self-assessment App is designed to
give you, and if you decide to submit it, the MWDI team, an overview of you
and your business proposal.
MWDI reserves the right to contact any submitter and ask questions about
any of the answers in this assessment.
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PERSONAL DETAILS
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Name:
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Iwi:
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Area:
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Email:
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Tel No:
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A
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B
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C
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(i)
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Est FTE employees
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D
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Have you consulted:
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(i)
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(iii)
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(iv)
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(v)
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(vi)
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NA = Not applicable,
NS = Not sure (if in any doubt), 0 = No knowledge, experience, skills,
through to 5 = extensive knowledge, experience, skills (a near expert).
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Experience:
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1
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- in running any business;
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2
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- in running your own business;
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3
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- in running the type proposed;
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4
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- in managing staff;
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5
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- in managing client relationships;
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6
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- in
dealing with professionals (eg accountants, lawyers);
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Skills:
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7
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- verbal communication;
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8
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- written communication;
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9
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- numeracy (ie good with
numbers);
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- interpersonal skills;
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- knowledge of technology;
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- knowledge of social media;
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- technical re the proposed business;
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How much
do you know about:
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- Business trading entities
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- Income tax
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- GST (incl registration
criteria)
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- PAYE, ACC & Kiwi-saver
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- Employer obligations
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Employee holiday entitlements
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Health & Safety obligations
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Any registration requirements for your business
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- Business insurance
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- Obligations of directors
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- Relevant trade organisations
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- Intellectual property
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Scores:
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Do you have:
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- adequate capital
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- access to more, if required
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- a good relationship with your bank
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- customers/clients already committed
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- a trading entity set up
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- any health issues
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From here, some business specific info.
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Funding arranged (enter 0 if
applicable)
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Investment needed
$
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Own funds
(capital) $
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3rd party capital
$
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Bank loan $
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Private loan
$
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Total Funding
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Use of Funds (enter 0 if applicable)
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Capital Expenditure $
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Proposed drawings $
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Projected revenue $
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3 mths
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6 mths
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12 mths
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Projected
expenses $
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3 mths
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6 mths
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12 mths
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Only proceed if you
are happy with your responses.
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