Planning & Forecasting

Success is about planning; we want to help you achieve success. It’s essential to take time out from the day-to-day activities in your business to focus on your business; setting goals and establishing strategies to unlock your business potential. At the end of the session, you’ll have a Business Plan to act as a guide map to ensure you’re on course for success.

Every business should have a Business Plan, so during a business planning session with us, you’ll:

• Discuss and set both personal and business goals for the next 12 months
• Discuss and agree on an action plan with strategies to support achievement of goals
• Identify Gross Revenue Targets and Key Performance Indicators
• Identify opportunities and vulnerabilities in your business that need to be managed
• Establish a 90 Day Action Plan to set achievable actions

Any time is a good time to develop a Business Plan if you don’t have one, however, it’s particularly relevant at the start of a new financial year. If you’re contemplating a major change in your existing business or starting a new venture, a Business Plan is crucial.

By attending a Business Planning session, you’ll:

• Review and set the direction of the business
• Identify and prioritise key goals
• Create strategies and establish a timeline for you to achieve these goals
• Develop a tool for communicating your business goals and vision with the team

We look forward to helping you develop a guide map to success, and most importantly set to review and update it so that it becomes a true working document in your business.