Why we developed this service.

Success is about planning; we want to help you achieve success.

Do you have a current Business Plan?

Have you set realistic and measurable goals?

Do you have clear strategies to achieve your goals?

Do you regularly review your goals when circumstances change?

A Business Planning session will require you to take time out from day-to-day activities in the business to focus on the business. Together we will review your past performance and clarify future direction.  You will set solid and realistic business goals and define strategies for achievement. 

Would you like:

To increase the level of growth, profitability and cashflow in your business?

Support to unlock your business potential?

A clear outline of what you need to do to unlock this potential?

A document against which to measure your progress?

If you answered “yes” to any of these questions, then we suggest a Business Planning Session.

What is involved

What is involved?

You’ll attend a four-hour planning session facilitated by Angela or Bronwyn. 

The key issues covered include:

Discussing and setting both personal and business goals for the next 12 months

Discussing and agreeing on an action plan with strategies to support and achieve your goals

Identifying Gross Revenue Targets and Key Performance Indicators

Identifying opportunities and vulnerabilities in your business that need to be managed

Establish a 90 Day Action Plan to address immediate critical issues

We’ll provide you with pre-work, which you will need to complete prior to the Business Planning session to ensure you identify any issues that need to be discussed.  That way we can prepare any information required prior to the session.

Any time is a good time to develop a Business Plan if you don’t have one, however it’s particularly relevant at the start of a new financial year.  If you’re contemplating a major change in your existing business or starting a new venture, a Business Plan is crucial.  You’ll also require a Business Plan to support any financial applications.

Review and set the direction of the business

Eliminate procrastination

Identify common goals amongst a number of directors/partners (if applicable)

Identify and prioritise your key goals

Create strategies to achieve your goals

Identify what you will need to achieve your goals

Set timeframes for achieving your goals

Develop a tool to communicate your business goals and vision with your team

Divide your goals into short term and long term – quick wins vs. key projects

Develop a template to review actual performance against targets

Create a platform to develop Financial Forecasts

Use your Business Plan as a basis for you to set team members’ individual goals / targets