Effective planning is critical to focus in your business. It involves setting priorities, focusing energy and resources, strengthening operations, and ensuring that everyone is working toward common goals. Leading to:
💰 Increased Profitability: By aligning your operations with a clear strategic plan, you’ll cut unnecessary costs and improve your bottom line.
⏳ More Time for Strategic Growth: Streamlined operations free up your time, allowing you to focus on what really drives your business forward.
📈 Sustainable Growth: With a clear roadmap, you’ll be able to scale your business efficiently, without the chaos that usually comes with growth.
🔎 Clear, Actionable Direction: You’ll leave with a detailed plan that guides every decision, ensuring all your efforts contribute to measurable results.
If you're currently not planning, or ineffective in the planning efforts you are doing, check out our offerings.
Perfect for those needing an experienced expert to lead the exercise of strategic planning in your organization
- Preparation work
- Preparation of a "My Strategic Roadmap" for your organization. and access to the tool for 3 months (including the month it was developed) for 1 user
- Provide an Actionable Plan for the Next Quarter & a higher-level plan for the next 12 months.
- Review/ update KPI's
- Recap Lessons Learned
- Monthly accountability check-in for 2 months post-event.
Take the guesswork out of strategic planning. Perfect for clients who want to dip their toes into strategic planning without a large commitment.
Strategy in a Box delivers the essential templates and video instructions you need to be successful.
Includes:
- Prioritized Backlog Template (Google Sheets)
- SWOT Analysis Template
- Eisenhower Matrix Template
- SMART Goals Worksheet
- Customer Persona Worksheet
- Video Instructions for each template
Upgrade to Professional for:
- What to bring to quarterly planning list
- 60-minute consultation call for personalized Q&A, troubleshooting, and template guidance. and the call recording
Upgrade to Premiere for:
- Everything in the basic and professional versions &
- 12-month subscription to the Business Roadmap
- Quarterly reviews/check-ins via email with response in 3 business days
Staying organized and efficient isn't just a goal—it's a necessity in business today. This Toolkit is your comprehensive resource to focus on the things that will help you get shit done. Following these tried and true principles will ensure your business is focused each and every quarter on the right things leading to increased business profits.
27.00 USD
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Monthly User access for 1 email address to your companies My Business Roadmap Account without any additional consulting services time.*** Billed monthly as a recurring fee. Cancelations must be completed in writing.
29.99 USD / month
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