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Success is about planning. We want to help you achieve success.
Our Business Development offerings are practical and tangible services that help to create long term value. Business Planning is a great starting point.
An effective business planning process gets to the heart and soul of your business. Upon completion of ‘pre-work’ we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear and concise Business Plan.
This session will require you to take time out from day to day activities in the business to focus on the business. Together we’ll review your past performance and clarify your future direction.
We’ll enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues. You’ll set solid and realistic business goals and define strategies for achieving them.
At the end of the session your easy to understand one page Business Plan will act as a guide for you (and your team) to successfully implement your desired changes. It will ensure your business is on course for success.
Our Business Planning service eliminates a factor that is all too common in business – PROCRASTINATION.Key benefits of having a Business Planning session:
- Provides a platform to develop Financial Forecasts
- Review and set business direction
- Align goals amongst the directors
- Identify Gross Revenue Targets and Key Performance Indicators
- Establish a robust accountability system
- Identify critical challenges and opportunities in your business and the actions required to resolve or maximise them
- Set timeframes for achieving goals
- Identify what support and resources you will need to achieve your goals
- Enables you to communicate your business goals and vision with your team
- Provides a platform to develop Financial Forecasts
- Use as a basis to set team members’ individual goals and targets
Frequently Asked Questions
1. What is included in your Business Planning service?
Our Business Planning service involves a structured, hands-on process. After a preparatory phase (“pre-work”), we facilitate a 4-hour planning session to:
Review past performance
Clarify your vision, mission, and values
Set business direction and goals
Develop financial forecasts
Define key performance indicators (KPIs)
Create a 90-day action plan
Produce a one-page Business Plan that acts as a roadmap for your business
2. Who should do a business plan? Is it only for new businesses?
Anyone can benefit from this service. It’s especially useful for:
Business owners who feel stuck or unclear about next steps
Teams needing alignment around goals and strategy
Businesses preparing for growth or change
Entrepreneurs considering a new venture or pivot
Existing businesses wanting to revisit or refresh direction
As noted on our page: “Any time is a good time to complete a Business Plan.”
3. How is the process structured? What do I need to prepare?
Here’s how it works:
Pre-work phase — we ask you to supply information on your business, financials, challenges, opportunities, etc.
Four-hour planning session — you and our team take time out from day-to-day operations to work on the business, not just in it.
Creation of deliverables — an easy-to-understand one-page Business Plan, 90-day action plan, financial forecasts, and identified KPIs.
Follow-through — you use the plan as a guide; we can support you to monitor progress, refine, and adjust.
You’ll want to come into the session ready to reflect on your performance, challenges, aspirations, and constraints.
4. What are the benefits of doing this planning work?
Key advantages include:
Setting a clear direction and aligning leadership around it
Defining measurable goals (revenue targets, KPIs)
Forging accountability systems so that actions get done
Identifying critical challenges and opportunities, and planning how to deal with them
Enabling you to communicate vision and goals clearly to your team
Providing a foundation for financial forecasts, resource allocation, and growth initiatives
5. How long does the process take?
The core planning session is 4 hours. Before that, you’ll need to complete preparatory work (time depends on how ready your business is). After, the deliverables are produced and shared. Depending on how much follow-up support you request, the engagement may extend over weeks or months.
6. How much does this cost?
Cost depends on complexity and scale (size of business, data readiness, how much pre-work is needed, and desired follow-through support). We’ll provide a fee proposal before work begins.
7. What if we don’t follow through with the plan?
The risk of not executing is that the planning becomes a “nice idea” rather than a catalyst for change. To counteract that, we design your plan with accountability built in, and we can assist with monitoring, course correction, and reminding you of actions and deadlines.
8. What kinds of businesses do you work with in planning?
We work with a variety of clients — from small to medium-sized enterprises, growth-stage firms, and businesses undergoing transition (e.g. restructure, scaling, entering new markets). Even if your business is mature, revisiting planning can help maintain or renew strategic focus.
9. When is the best time to get a business plan?
Any time. Even if things are going well, taking time out to reflect, redirect, or systematize can be extremely valuable. Especially critical times include:
Starting a new business or launching a new product
Facing stagnation or uncertainty
Preparing for growth, financing or investment
Before making major changes to operations or structure
10. How do I get started?
You can reach out via the “Talk to An Expert” form on the Business Planning page. We’ll schedule an initial consultation, outline the phases, and agree on a path forward.