What’s Involved when You Work with Us to Realise Your Business Goals or Achieve Predictable Finances

Here’s what’s involved and how we can work with you when you are wanting to realise certain goals for your business or achieve financial health:

• We will listen to what you tell us.
• Together we will agree what is required
• We will work with you to ensure effective implementation.
• We will provide you with the tools you need to manage the business better in the future.

Step One: Where are things currently at?

We will review what the current state of the business is and take into account external and internal factors.

External factors include:

• What the market is like?
• Who are the competition?
• What are the current trends?
• Where do opportunities exist?
• Are there any threats? 

Internal factors within the business include:

• What is the current financial situation?
• What goals does the business have?
• What is the vision for the business?
• What resources are available?
• What are the businesses capabilities?
• What are the strengths that can be built upon?
• Are there any weaknesses that need to be managed?

Step Two: What does the future look like?

Taking the current state and comparing it to where things ideally will be, the gaps can be identified. This gives a clear picture of the objectives that need to be achieved. A Strategic Plan can then be developed to deliver these objectives and deal with the key issues raised by the SWOT analysis. From this the specific actions are identified which make up the Action Plan.

An important part of this step is getting the buy-in of the key stakeholders. We will take you through our recommended solutions and what we recommend doing to ensure everyone is onboard and committed to the Plan.

Step Three: The Reality Check

To predict the impact of the new Strategy Plan and Action Plan we develop a Complete Financial Model to forecast whether the plan will in fact lead to the goals being achieved and the objectives met. We can then compare this and our assumptions with the desired results to confirm that the plan will meet these goals. Depending on the results we can review and revisit the assumptions if necessary until we have a model that works.

Step Four: Bringing the Plan to life

The final step is to implement and make the changes a reality. The Strategic Plan and Action Plan will include the roles and responsibilities within the business for executing the plan. However if any gaps have been identified that require our assistance to execute the plan we will continue to work with you during the implementation phase.

What ever your needs we will adapt our approach to meet your organisation’s requirements.

We will work with you to realise certain goals for your business, achieve financial health or give you perspective and financial guidance.