STRATEGIC PLANNING

Strategic planning is helping your organization achieve its goals. Implementing transformational change takes significant cross functional collaboration. To seize opportunities, leadership needs to align on a strategic plan and it must be rapidly implemented throughout the organization. Often leaders are so caught up in the day to day of their business, that they fail to plan long term goals. Some are afraid of financials or are simply overwhelmed with too much to do. Without a strategic plan, it is difficult to plan for growth. Not understanding your financials and profitability is also an issue. We help you navigate the business issues and equip you with tools to give you confidence in running your business. We analyze your financials and set up a plan along with metrics to help cut out inefficiencies and increase profitability. We align people, priorities and purpose to unleash your growth potential.

A strategic plan starts out with a full analysis of your business. We review goals, objectives and areas that need help. These areas are pain points in your business that keep you up awake at night. They are challenges that you cannot overcome. With our experience, we help you set proper goals and expectations. A plan is implemented and continuously monitored. The end results are both short term and long term and a continuous plan for success.

Since every client is unique, we offer a custom approach to each client. Depending on the issues that need to be resolved, we will customize a plan that suits you best.

OUR PROCESS

Business Goals

We delve into a comprehensive analysis of your business, examining its requirements, desires, and objectives. Scrutinize financial standings, cash flow patterns, service offerings, profitability, and potential avenues for business growth. Define your business destination and collaborate with us to craft a strategic roadmap, providing a vivid guide on shaping the business of your aspirations

Desired Outcomes

We create a strategic resolution encompassing both internal and external factors, considering market and business conditions. Offer direction on price adjustments, optimizing cash flow, and eliminating inefficiencies to directly enhance your financial performance. Engage in lean planning, precise forecasting, budgeting, and proactive cash flow planning.

Measures and Targets

We remain committed to offering guidance and support until your goals are successfully attained. Emphasizing a dynamic and iterative approach, you have the autonomy to either proceed independently along the roadmap or opt for our outsourced services, providing valuable oversight and assistance.

We Do The Work With You

Dedicated account manager - You will be allocated a dedicated account manager who will work closely with you—which means you have one point of contact. This will be beneficial in your business coaching relationship.
3-year financial plan - As part of our planning session, we will build a 3-year, full financial plan, including forecasts for the three main financial statements: profit and loss, balance sheet, and cash flow. The financial plan is the basis for monitoring and measuring your business performance and for your strategic action plan.
The full financial forecast can also be used with lenders and investors, should the need arise
Produce up-to-date business management information, which will help you understand exactly your current situation.
Analyze financial trends, to help you make better business decisions and improve your profits.
Conduct regular review meetings. Act as a resource you can call upon for business advice, acting as a facilitator or sounding board for your ideas.
Help you to set and achieve business, and even personal, goals.
Help you to identify and tackle the major challenges facing your business.

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Prioritized Strategic Planning

Financial forecasts serve as invaluable tools for effective business management. However, there are occasions when it becomes essential to model financial scenarios, particularly in anticipation of potential shifts in your business landscape. Whether you're contemplating opening a new location or considering a significant capital expenditure, understanding the potential impact on your long-term profitability or short-term cash flow is crucial. Financial scenarios provide you with the insights needed to make informed decisions.

By the end of our collaborative sessions, you will possess a crystal-clear understanding of the actions required, along with a precise roadmap detailing how and when to execute them. This results in the ability to make well-informed decisions that propel you toward your desired goals. We craft a Prioritized Strategic Action Plan tailored to your unique circumstances, offering you a structured path forward.

Rolling Cash Flow and Profit Forecasts

Forecasting and budgeting help you plan. Our forecasting option looks at each of your forecast profits, cash, and net assets, giving you a complete picture of what your business might look like in the future. As part of this forecast, you will benefit from:

Advanced modeling of accounts receivable days so you can see the impact on cash flow if you change your payment terms.

Advanced modeling of accounts payable days so you can see the impact on cash flow of various supplier payment terms.

Comparing projections against actual results so we can continually amend your forecasts in light of actual performance; this means you will be able continually monitor whether you are on track to achieve your goals.

Accountability Program

Unlimited Email and Telephone Support

One of the keys to success is taking action. You need to do the things necessary to move you toward your goals. Unfortunately, this is harder than it sounds. The day-to-day running of a business often gets in the way. Having an external person holding you accountable helps you to get the right things done.

We will schedule a weekly call with you to help you work through your strategic action plan and provide help and support. This external support will make it much more likely that you will achieve your personal and business goals.

Unlimited Email and Telephone Support

As part of our services, you get unlimited email and telephone support. Your fixed price is fully inclusive of unlimited email and telephone support for advice on ad-hoc matters.

This means that you can call on us at any time, knowing that you will never be charged for our time or advice. We want you to feel free to speak to us whenever you need to, without ever having to worry about the cost.

This means you will NEVER get an unexpected bill.