THE PROCESS
While every business has its own unique needs, I've developed a general process that helps me effectively collaborate with clients. Throughout this journey, we'll have several strategy sessions where we, together, will develop the right strategy for your business. I'll help you make decisions that work for both your short-term and long-term goals, ensuring you feel complete ownership of the plan — because a plan you truly believe in, is a plan that will help your business succeed.
Here's a look at how I typically work when creating a strategic or business plan:
Initial consultation: We'll start with a brief call or meeting to make sure we're a good match.
Comprehensive discussion: Next, we'll have an in-depth conversation where I'll ask you a broad list of questions to thoroughly understand your business. We'll define your objectives and what you aim to achieve with your business plan.
Proposal: I'll send over a proposal that clearly outlines the deliverables, timeline, and associated costs.
Strategy development: This is where we begin our series of collaborative strategy sessions. Together, we'll explore different scenarios and options, making informed decisions about your business's direction.
Further research: While I conduct research, I'll continue to engage with you through strategy discussions, ensuring our decisions are backed by solid data. I'll most definitely have additional questions for you throughout this process.
Financial projections: A crucial part of your plan will be comprehensive financial and cash flow projections. We'll ensure your strategies are not just ambitious but financially sound and achievable.
Draft presentation: I'll present you with the initial draft of your business plan and gather your feedback. We'll use this as another opportunity to refine our strategic decisions together.
Fine-tuning: We will schedule an additional conference call or meeting to review the plan together and ensure that we're addressing all the essential points.
The finishing touches: Depending on the complexity of your plan, I'll provide one or more revised versions until we've developed a final plan that meets your needs and reflects the strategy we've crafted together.
Putting your plan into action: With your polished business plan in hand — one that you've helped shape every step of the way — you'll have the roadmap you need to start executing your business strategy effectively.