Know Where You're Going and How You're Getting There.

STRATEGIC PLANNING

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Strategic planning is an organization‘s process of defining its strategy and direction and then determining how resources will be allocated towards the strategy. Ultimately, strategic plans lead to specific outcomes /goals that an organization is set on achieving.

The value of strategic planning is not only in the final delivered document, but is the interactive process of developing the plan and then managing your team to the plan. There are different approaches  and different levels to strategic planning. 

We offer 3 levels of planning: 

Facilitation

In Level 1 Strategic Planning, the coach will work with the business to facilitate the planning process using tools and processes provided by the business. Some businesses have had success using their own in-house planning process and now need an outside person to come in and facilitate the planning day(s).

This Program Consists Of :

  • 90 minute meeting with coach 1 week prior to planning day to review current tools and processes
  • 4-8 hour planning workshop with leadership team

All materials provided by the business

Simple Strategic Planning

In Level 2  Simple Strategic Planning, the coach will take the business through the ActionCOACH process of Strategic Planning. Leaders of the business will be engaged in every step of the process and will produce a 1-2 page plan by the end of the process.

This Program Consists Of :

  • 90 minute meeting with coach 1 week prior to planning day to meet the leadership team and review prep for the planning day
  • 6-8 hour planning workshop with leadership team led by coach

We Will Cover:

  • Past performance
  • S.W.O.T  (strengths, weaknesses, opportunities, threats)
  • Goals for 5 years,  3 Years, and 1 year
  • Strategies in the 6 major areas of business success
  • Tactics for executing strategies (time permitting)
  • All planning materials provided by ActionCOACH (digital and hardcopy)

Comprehensive Strategic Planning

In Level 3  Comprehensive Strategic Planning, the business will be given access to a powerful  and dynamic software tool that will allow the business to project future cash flow, balance sheets, profit and loss, staffing needs, and more.

The coach will will facilitate the planning day(s) by guiding the leadership team through the different parts of the plan in a workshop setting. Powerful business and leadership concepts will be taught as part of the process. At the end of the process, the business will have produced a professional plan that can be used as a roadmap for the success of your team all the way through to a plan for Angel Investors.

This Program Consists Of :

  • 90 minute meeting with coach 1 week prior to planning day to meet the leadership team and review prep for the planning day
  • 2 Day planning workshop with leadership team led by coach
  • 12 Month access to dynamic planning software
  • A complete professional Strategic Business Plan

We Will Cover:

  • The Business at a glance
  • USP, Mission, Success Factors, Capital Requirements
  • History
  • Products and Services
  • Structure
  • Success Factors
  • SWOT
  • Goals, Milestones, Strategies
  • Marketing, Sales, Customer Services, Pricing
  • Competitive Landscape
  • Financial Plan
  • 5 year Income Statement, Balance Sheet, Cash Flow
  • Strategies for Improvement