Half Day Business Planning
This 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 the course for success.
- Do you have a current business plan?
- Have you set realistic & measurable goals?
- Do you have clear strategies to achieve your goals
- Do you regularly review your goals in regard to changing circumstances?
Who should have a Business Planning Session?
If you answer yes to any of the following questions:
Would You Like:
- To increase the level of growth, profitability and cash flow 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 to your goals?
What is involved?
You will participate in a four hour planning session facilitated by Advisor2Me.
The key issues that will be covered:
- 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.
- Identification of Gross Revenue Targets and Key Performance Indicators.
- Identification of opportunities and vulnerabilities in your business that need to be managed.
- Establishment of a 90 day Action Plan to address immediate critical issues.
- We will provide you with “pre-work” which you will be required to complete prior to the planning meeting to ensure you identify any issues that need to be discussed and so we can prepare any information required prior to the session.
When should I have a session?
Any time is a good time to make a business plan when none is in existence, however it is particularly relevant at the start of a new financial year. If you are contemplating a major change in an existing business or entering a new business venture, a business plan is crucial.
You will also be required to have a business plan to support any financial applications.