Planning will help you achieve success.

You want to be successful, you want your business to be successful and we want to help you be successful. Business Planning creation will help you achieve this

  • Do you have a current and up to date Business plan?
  • Are the goals you have set realistic and measurable?
  • Are these goals backed up with clear strategies?
  • How regularly do you review your goals in regard to changing circumstances?

The creation and implementation of business plans require a serious level of commitment. So, we have structured this service to be of greatest value to those who see opportunity in their business and are prepared to take the necessary steps to achieve results. A Business Planning session requires you to take time out of your day to day activities IN your business to spend quality time focusing ON your business. Working in partnership, together we will review your past performance and clarify future direction. We will agree solid and realistic business goals, define strategies for achievement and set accountability trails.

What is involved?

During our planning session, we will create a one page business plan which will act as a guide map, ensuring that you are on course for success. This session can take place as one 4-hour or 2x 2-hour sessions. Together we will:

  • Discuss and set business and personal goals for the next quarter and 12 months
  • Discuss and agree on an action plan with strategies to support your targeted goals
  • Identify Key Performance Indicators and financial targets
  • Identify business Opportunities and vulnerabilities that may need managing
  • Establish a 90 day Action Plan to highlight and address immediate critical issues

Prior to the session we will provide you with a personalised pre-work document, which will need to be completed, ensuring that you identify any issues that need to be discussed. We can prepare and gather any information required, giving you full value during the session. If you would like additional support implementing your business plan, we also provide 1-2-1 monthly or quarterly coaching sessions.

Business Planning

When should I have a session?

If you haven’t got a business plan, this should be addressed urgently, and is particularly important at the start of a new financial year. If you are considering a major change in an existing business or going to start a new venture, a Business Plan is imperative. Financial institutions will also demand a Business Plan if their investment is sought.

Benefits of a Business Planning Session

  • Eliminate procrastination
  • Review and consider the direction of the business
  • Identify and agree common goals between directors (if applicable)
  • Set timetables for achieving your goals
  • Create strategies to achieve your goals
  • Identify and prioritise your key goals
  • Identify what you will need to achieve your goals
  • Develop a template to review actual performance against targets
  • Create a platform to develop Financial Forecasts
  • 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
  • Use your Business Plan a basis for you to set team members’ individual goals / targets

For a complimentary Discovery Call to discuss the most appropriate level of support on a wider basis, a personalised quote and a guarantee of our best possible service, please complete the form below and one of our senior advisors will contact you.
Or if you prefer, please call 01296 681341 for our Wingrave Bucks Accountants office.

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