Business and Strategic Planning

Helping you see the way forward – and getting you get there

Structured business planning, with a clear focus on financial goals, is essential to ensure continued profitability and growth.

Our expertise lies not only in recording the numbers, but in interpreting and explaining what they mean whilst supporting you as business owners in making the necessary changes that will improve your bottom line.

Where business planning is short-term, strategic planning looks at longer periods of time, typically three to five years. Plans can be written for a variety of purposes, for example, growth planning, downsizing, funding etc. That means that the recipients of the plans will also vary and the plans need to be focused on who they might be, for example, board members, trustees, employees, funders etc. However, all plans need an evaluation or assessment of your current position together with goal setting and a plan on how to achieve them in both financial and operational elements.

We assist you by conducting an in-depth analysis before embarking on the path to where you want to be. We work with you to create a working business or strategic plan that is both realistic and achievable with a strong strategic focus using tried and tested techniques for you to understand, set relevant targets, implement your plan and monitor progress.

We support you right through the implementation of your plans by being on hand to assist, or we can facilitate and help by mentoring and being a critical friend.

A goal without a plan is just a wish.
– Antoine de Saint-Exupéry