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Business Challenges

Business Planning

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 in regard to changing circumstances?

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.  At the end of the session, you will have a one page Business Plan which will act as a guide map to ensure you are on course for success.

Who should have a Business Planning session?

Every business should have a Business Plan.  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?

What is involved?

You’ll attend a four hour planning session facilitated by .  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 achievement of goals
  • Identifying Gross Revenue Targets and Key Performance Indicators
  • Identifying opportunities and vulnerabilities in your business that need to be managed
  • Establishing 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.

Your Objectives 


  • Clarity of purpose by clearly defining the goals you wish to achieve
  • Identify how to optimise growth, profitability and cashflow in your business
  • Implement strategies that ensure your goals are met
  • Develop a process for sharing these goals with your team
  • Develop a roadmap to guide decision making
  • Align directors towards a common vision and goals


Your Measures of Success 

  • Quick wins and key projects established for the next 12 months
  • Revenue and profit targets achieved
  • Strategies implemented to overcome key business challenges
  • Increased team engagement through clarity of purpose
  • Reduction in director procrastination and inaction

Value to You 

  • Clarity on the direction of your business over the next 12 months
  • Increased profit and cashflow
  • Clear 90 day goals and an action plan to achieve those goals
  • Increased focus on root causes of poor cashflow
  • Reduced distraction from low-value activities

Value to You 

We will facilitate a four hour Business Planning session, documenting the following:

  • Personal and business goals for the next 12 months
  • Strategies to ensure you achieve your goals
  • Your purpose and vision for your business
  • Gross revenue targets and Key Performance Indicators
  • Opportunities and vulnerabilities in your business that need to be managed
  • A 90 Day Action Plan to address immediate critical issues

Prior to the session, we will provide all attendees with pre-work to complete.  This ensures that any issues that need to be discussed are identified and allows us to prepare accordingly for the session.

At the end of this session, you’ll be provided with Meeting Minutes which document any follow up actions resulting from the session, as well as your Business Plan that will guide you for the next 12 months.

Get in touch

We can be next to you, every step of your journey, to meet your changing needs

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