We help a business owner develop, refine, and achieve the essential roadmap needed to meet personal and business career goals. We help to build a strong strategic plan with detailed measurement and accountability while removing issues that are blocking success.

 
Every business needs an active working plan that is constantly monitored, updated and adapted to current circumstances.

• Our planning process identifies the long term personal and financial objectives of the Business Owners and then defines a plan to achieve them. The easy-to-use process was designed specifically to help the small business owner complete a traditional strategic planning process. It is focused on initially defining the personal and business visions of the owner, and then developing a plan to achieve them.

• It is a continuous process that helps the company continue to grow and flourish into the business entity the owner has always imagined leading, thus strategically achieving success in life and work.

• The foundation of the plan is that it ensures that long term goals are achieved by the completion of a series immediate actions, so the focus of the business owner and team can be directed to easily identifiable current activities and not those many months in the future.

 
Components of the plan are:

• Identify Critical success Factors that are essential to the achievement of the long -term goals and the essential strategies required to deliver them.

• Each strategy will have a series of immediate action plans that are required to deliver the goals of the strategy. These plans have strict accountability, budgets and defined timelines.

• Most importantly, the Action Plans must be SMART.

S – Specific

M – Measurable

A – Attainable

R – Responsible Party

T – Timeline

• Each Action Plan must have a Start and End Date, a person who is responsible, a budget and must be monitored constantly to monitor that actions are taking place on time and within the estimated budget.

• We prepare a proprietary model to forecast the performance of a business over the next five years, producing a projected balance sheet, P&L, cash flow statement, and funding requirements. This is based on client information and input as well as opportunities and activities that our client wants to model (new products, pricing strategies, customer growth, the effect of additional employees or pay raises, etc.)

• Once the basic plan is developed, we ensure that there are regular meetings to monitor that actions are taking place within the estimated budget.

• The Strategic Planning Process thus transfers the planning information in the minds of the business owner and top management to a manageable written process that forms the style and direction required to lead the company to greater success.