Owner and leadership interviews
Structured conversations with you and your key people to surface where the business is really going and what is quietly in the way.
Service 01 of 12
Business Strategy & Planning
Most owners don’t lack ideas. They lack a short list everyone agrees on. We turn what is in your head into a one-page plan, quarterly priorities and numbers you can check every month.
What’s included
The work, specifically.
Market and competitor review
A plain-language look at your customers, pricing position and the local competitors you actually lose work to.
Three-year picture, one-year plan
A realistic three-year destination broken into a twelve-month plan with revenue, margin and headcount targets.
Quarterly priorities
Three to five priorities each quarter, each with an owner, a deadline and a definition of done.
Scorecard of leading indicators
Ten to fifteen weekly numbers that tell you early whether the plan is on track.
Quarterly planning sessions
Facilitated half-day sessions to review results, reset priorities and keep the plan alive.
Is this you?
Signs it is time to call.
If two or more of these sound familiar, a short conversation will tell us both whether strategy & planning work would help.
- You set goals every January and lose them by March.
- Your team works hard but on different things.
- Growth is happening, but profit is not following.
- You can’t say no to opportunities because nothing tells you which ones matter.
How it runs
From first call to running rhythm.
Listen
Interviews, financial review and a walk through how work actually moves.
Diagnose
A written summary of strengths, constraints and the few decisions that matter most.
Plan
A one-page plan, a twelve-month budget link and quarterly priorities.
Run
Monthly scorecard reviews and quarterly resets so the plan stays current.
What you receive
Deliverables
- One-page strategic plan
- Twelve-month targets tied to your budget
- Quarterly priority sheet
- Weekly scorecard template
?Questions
Strategy & Planning: common questions
How long does the first plan take?
Most first plans take four to six weeks from kickoff, including interviews, a financial review and two working sessions with you and your leadership team.
Do I need a leadership team for this to work?
No. Many of our clients are owners with a handful of employees. The plan scales to who is in the room; the discipline is the same.
Will this tie to my financials?
Yes. Targets are built from your actual numbers and linked to the budget, so you can see each month whether the plan is paying for itself.
Often paired with
HR & Workforce Management
Hiring, onboarding, payroll coordination and policies that fit a small team.
Startup & New Business Advisory
Business plans, financial models and the right foundations from day one.
Operations Management & Process Improvement
Mapped processes, written SOPs and a business that runs without every answer coming from you.
Free first consultation
Talk to us about strategy & planning.
Tell us what is going on. A first consultation is free, confidential and comes with an honest answer about whether we can help.