Business & Strategic Planning

A Business Planning session requires you to take some time out from normal activities in the business to focus on the business. Together we will work to achieve a greater understanding of why you are in business, what your vision is and what core values you operate under.  We will review your past performance and clarify future direction. You will set solid and realistic business goals and define strategies for achievement.  At the end of the session, you will have a one page "living" Business Plan which will act as a guide map to ensure you are on course for success. This one won’t go in the bottom drawer!

Who should have a Business Planning session?

Every business should have a Business Plan. Would you like:

• To increase the level of growth, profitability, cashflow and time freedom in your business?
• Support to reach your business potential?
• A clear outline of what you need to do to reach this potential?
• A one-page “living” document against which to measure your progress?

If you answered yes to any of the above questions, we would encourage you to go through the business planning process.

What is involved?

You’ll attend a half-day planning session facilitated by Dan or Jeremy.  The key issues covered include:

• Understanding what drives your business, your purpose, vision and values
• Discussing and setting both personal and business goals for the next 12 months
• Discussing and agreeing on an action plan with strategies to support achievement of goals
• Identifying Gross Revenue Targets and Key Performance Indicators
• Identifying opportunities and vulnerabilities in your business that need to be managed
• Establishing a 90 Day Action Plan to address immediate critical issues

Please contact our team for more information.