Value Forward Strategic Planning

Do you have a clear growth strategy that everyone in your company knows and understands? Research and experience have shown that many small and medium sized companies who have a clear strategic plan for growth will succeed; while many of those who do not have a clear plan will fail.

To succeed in today’s business environment, there MUST be a sound business strategy, not just a business plan, in place to guide the decision-making process. A written strategic plan provides the road map, establishes the course of action and outlines the results to be achieved. In addition, a solid plan provides direction and guidance for all employees, not just the Executive Team.

Phase 1 — Pre-Meeting Current Business Model Assessment

Through our best practices databases, we complete a detailed financial analysis of your business and measure you against your industry competitors. Then we create an independent, non-biased business valuation of your business’ worth using a discounted cash-flow assessment and then we scorecard your marketing, sales and strategy process. This also enables us to assess your current business value from a prospect’s perspective, then measure the distance between their perception of value and yours.

With this detailed background, we then understand better the client’s growth success potential and use this information as a foundation for their plan development.

Phase 2 — On-Site Strategic Plan Development

Through a tactical 2-day one-on-one client workshop, we walk CEOs and their management team through an interactive discussion on their current business position and then hold an exploratory strategy session on where they want and need to go. Using the Value Forward methodology, we systematically help them build specific goal objectives, calculate corporate asset requirements, determine employee staffing needs, and plan timelines needed to layout their strategic plan.

Phase 3 — Managing and Understanding

Once your on-site strategic planning session is completed, we regroup with all the data, client objectives, and business assumptions collected during the engagement and then write your strategic plan.

Once your plan is submitted, we then provide the CEO and the management team ongoing coaching and consulting on the plan’s recommendations and implementation requirements.

“The difference between an entrepreneurially managed company and a professionally managed company — is planning and metrics.” Paul DiModica