We can assist you in developing your strategic and/or financial plan to provide you with a roadmap for future performance.
Why planning is so important to your business success:
- Financial planning is vital to the health of any organization;
- It provides a longer term outlook of the company’s future and a benchmark to measure performance;
- It helps to allocate resources and improve cost control measures;
- Whether the plan is for the upcoming fiscal year or a longer period, example 3 to 5 year outlook, it can be a great tool to help navigate your decision making.
We can provide a framework to develop both your strategic and financial plan!
Our Process for developing your plan:
- Initial Consultation - phone call to develop an understanding of your business requirements;
- Agree on scope of work and budget;
- If available, provide your prior/current year’s financial statements. This will be valuable in having a baseline for planning purposes;
- Business planning session can be done at your premises or alternate location as agreed;
- We will then prepare a draft of the strategic/financial plan with any follow-up questions;
- The draft plan will be provided to you by email for initial feedback. If needed, a call can be set up to discuss any further clarification/changes; and
- The final plan will presented to you, either by teleconference, or an in-person meetings.
Planning services can be a one-time engagement or an annual review/assessment/refresh basis.