Value Forward Strategic Planning

Phase I: Pre-Meeting, Current Business Model Assessment

Through our best practices databases, we

  • Complete a detailed financial analysis of your business and measure your firm against your industry competitors
  • Score your marketing, sales & strategy process
Phase II: On-Site Strategic Plan Development
 
Through a tactical 2-day one-on-one workshop we
  • Walk the CEO & management team through interactive discussion on current position
  • Hold an exploratory strategy session on what they want and where they need to go
  • Use Value Forward methodology to systematically help you build specific goal objectives, calculate corporate asset requirements, determine employee staffing needs and plan timelines for your strategic plan
Phase III: Managing & Understanding
 
We provide best practices, coaching advice and an integrated revenue growth approach to help you achieve your corporate goals
  • Post on-site strategic planning session, we regroup with all data, client objectives and business assumptions collected during the engagement, then write your strategic plan
  • After submitting plan, we provide the CEO & management team with 30 days of plan coaching (via phone & email) to help you facilitate your business action steps

Click here to download our PDF brochure.  For more information on our Strategic Planning program, call 321-394-3377 to get started.

 

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