Using specialist software, this strategic planning model involves facilitating all and only the owners of an owner-managed business through a one-day program, and developing with them a rolling five-year strategic plan.
It covers areas such as personal objectives, business objectives, agreed strategic objectives, sales and marketing issues (including developing a written sales and marketing plan), financial modelling for the five years, agreed strategic actions, and an agreed review process.
Clients going through this process receive an 80-page full colour strategic plan within a week of their planning day.
Follow-up reviews, either monthly or quarterly, are available.
It is important to note that this strategic planning model has been designed so that it is applicable to any trade, industry or profession, covering any size owner-managed business. |
