Business 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. Our Business Planning service 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 changing circumstances?

The creation and implementation of a business plan requires 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 targets and goals
  • Identify Key Performance Indicators (KPI’s) and financial targets
  • Identify business opportunities and vulnerabilities that may need managing
  • Ensure any struggling or developing parts of your business have additional focus with a tailored approach
  • 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 business coaching sessions.

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What will be included in my Business Plan?

The process of writing the business plan is the most important step for a business owner looking to grow and develop their business, followed by regular reviews and progress tracking. Studies have shown that companies that plan and regularly review their results really do grow 30% faster.  

Your completed business plan will have considered all of the following:  

When should I have a Business Planning session?

It is easy to think that just because you own or are part of a small business that you don’t need a business plan or that a business plan won’t be relevant.  Likewise, if you’ve seen repeated success without a plan, it doesn’t mean that success will continue. 

A business plan will help accelerate your business growth, and development, whilst potentially saving time, effort, and money in other areas.   

So, 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, you are a start-up 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, shareholders and team members
  • Identify and prioritise your key goals
  • Identify what you will need to achieve your goals
  • Set timetables and create strategies for achieving your goals
  • Develop a template to review actual performance against targets
  • Create financial forecasts and understand the steps required to make the forecast a reality
  • 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

So, I have a business plan, what next?

Alongside the creation of your Business Plan, we can fully commence a Business Coaching Program, so they work together giving you a guide against which all personal and operational decisions are made.  

With our support, guidance and accountability, our Business Coaching service supports you to ensure your Business Plan remains a live and working document whilst, addressing any challenges you’re currently facing as a business owner and the most appropriate solutions and tactics that you can start implementing to improve your business performance. 

We will provide you with a program of monthly or quarterly meetings with one of our senior team members, as well as regular email and phone support. Each meeting will consist of a review of your actual results, clarification of areas where your business can improve and the setting of 30, 60 and 90-day goals, along with the identification of strategies to achieve them. 

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