Strategy and planning
A focused planning process that turns your goals into clear priorities, owners and deadlines.
Overview
Most owner-led companies have a plan in the founder’s head and a budget in a spreadsheet. Neither is enough once the team passes about forty people. We turn both into a single page the whole leadership team can work from.
What is included
Interviews with every member of the leadership team
A review of three years of financials and the current budget
A one-day planning session at your office
The one-page plan, with owners, dates and the value of each priority
Quarterly reviews for the first year
Who it is for
Owners and senior teams who feel busy but are not sure the work adds up to the five things that matter most.
Other services
Strategy and planning
Set clear priorities, align your leadership team and turn your goals into a practical annual plan.
Fractional CFO
Senior finance leadership for reporting, cash forecasting and key decisions, without a full-time hire.
Pricing and margin
Understand where you make money and set prices that protect your margins.
