Business Planning
Services at a Glance…

Review Company Background

• Work with organization to create, revise or update mission/vision statement
  
• Develop or update strategic priorities (goals & objectives)
  
• Review corporate culture

Conduct an Environmental Analysis

• Determine the impact of competitors, suppliers, scarce resources, governmental agencies, and customer preferences on the business
  
• Provide an understanding of how economic and social considerations, political priorities, and technological developments also impact business
  
• Review industry trends
  
• Identify answers to the following questions:
  1. Which part of your business and/or complimentary lines of business correspond to the company's goals?
  2. What are the key ingredients of success for our business/for our industry?
  3. What skills does the company have or need to have to be competitive?
  4. What does the industry model that incorporates flexibility and adaptability to change look like for your business?

Formulate a Business Strategy

• Conduct a strategic analysis
  
• Define an organizational strategy
  
• Review forecasting tools and techniques
  
• Work with management to set performance objectives, and create tactical and action plans

Implementation/Evaluation

• Create a clearly defined time (critical path) to implement change
  
• Create a communication model
  
• Define the benchmarks of success

Samples
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