Business and Strategic Planning

Business planning puts the business fundamentals in place and the activities for the upcoming year. Whereas strategic planning assumes a solid business plan is in place and asks the questions:

Where do you want to be in 3-5-10 years?
What’s the gap between where you are and where you want to be?
What are the strategic initiatives and activities you need to focus on to close the gap.
We are not “consultants” in your industry who will tell you what your plan should be. Instead, we are professional facilitators; we provide process to bring out the wisdom from your team. We know that your team creates, they are much more apt to implement – successfully!

We aren’t fond of taking your planning efforts and turning it into a major science project, either. We design a simple process to achieve the results you need. We adapt to your own terminology and build on the planning processes you have used before – bringing forth what has worked, and leaving behind what hasn’t. All of our efforts are to help you achieve the planning deliverables in the most effective and efficient way possible – while maintaining healthy conversations and relationships along the way.

Business Plan Elements

  • Plan Summary
  • The Business
  • Products or Services
  • Market
  • Competition
  • Location of Business
  • Management
  • Legal/Regulatory Issues
  • Personnel
  • Potential Risks and Problems
  • Financial Statements and Projections

Strategic Plan Elements

  • Strategic Analysis
  • Mission
  • Vision
  • Values
  • Critical Issues
  • Strategic Objectives
  • Implementing Strategies
  • Critical Milestones
  • Key Success Factors
  • Financial Projections
  • Executive Summary

More Examples of Facilitated Sessions