Strategic Analysis and Written Plan - We can help you develop or refine your plan and capture it in a succinct living document which continues to guide your team. We can assist you:
- Develop a unique value proposition
- Capture annual key objectives under balanced score card headings – People, Customers, Operations, Finances
- Assign responsibility and monitor project progress on key objectives
- Develop a plan to help raise funding
Mission, Vision, and Values Development - These core principles matter if you want to build a sustainable business; they'd better be more than what's on the plaque in the lobby. Let us show you how to:
- Use core principles to keep your business focused
- Involve team members in developing stories to add unique meaning to your principles
- Use core principles to evaluate senior leaders, especially to reward living out principles with team members
Financial Planning and Budgeting - Let us help you reduce the time and increase the usefulness of the budgeting process, including timely key metrics
- Integrate your budget with your annual planning process
- Develop budgets which help you flag issues and take corrective action
- Develop and use key metrics to spot potential problems and act quickly to correct course
Business Succession Planning - We can help you maximize your company’s value for outright sale or transition to family members or employees. We can add value through:
- Process improvement and cost reduction
- Leadership development among your key team members
SBA Loan Package Assistance - Let us help you:
- Find a SBA lender or non-bank financing source
- Include the right business plan elements to increase the likelihood of approval
- Use the plan to guide your leadership
501(c)(3) Application Assistance for Non-Profits – We can guide you to:
- Take advantage of the short form, If possible
- Use the application to give you a head start on your business/ministry plan
- Develop a budget for the application which you can actually use in your operations
Implementation Guidance - This can be done on a consulting or coaching basis. A great written plan that doesn’t get implemented has no value to your company.