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Business Planning

Success is about planning


What's Your Version of Success?

Our business planning process digs deep into what makes your business tick. We start by understanding your vision and values. Then, in a four-hour session, we create a clear Business Plan based on your past performance and future goals.

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.

This session helps you set achievable targets and develop strategies to reach them. By the end, you'll have a straightforward one-page plan to guide you and your team toward success.

What to expect?

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.

During the four-hour Business Planning session, you'll:


  • Discuss and set both personal and business goals for the next 12 months

  • Discuss and agree on an action plan with strategies to support achievement of goals

  • Identify Gross Revenue Targets and Key Performance Indicators

  • Identify opportunities and vulnerabilities in your business that need to be managed

  • Establish a 90 Day Action Plan to set achievable actions

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