03Strategic Planning
A strategy with numbers under it, and a plan to carry it out.
We work closely with your leadership team to build strategic plans that bring together financial goals, risk assessment and growth opportunities, so your strategy is both actionable and financially sound.
Strategic Planning
Sample dataPriorities
4
Each with an owner
Revenue target
$12M
Year three
Initiatives
9
Costed and dated
What you get
Four deliverables you keep.
Growth goals turned into a funded, dated plan your leadership team can run.
Strategic plan
Three to five priorities, each with an owner, a budget and a date.
Financial bridge
How you get from this year's numbers to the target, step by step.
Risk register
What could knock the plan off course and what you'll do about it.
Quarterly review pack
A short deck to check progress and re-plan every quarter.
How it works
Three steps from first call to handover.
Step 01
Leadership working session
We get the goals and constraints on the table.
Step 02
Price the plan
Every initiative gets a cost, a payback and an owner.
Step 03
Run it
We set up the quarterly rhythm and join the first reviews.
Sample output
What the work looks like.
A simplified mock of one deliverable from this service. The figures are sample data for a made-up business, not a client's.
- Strategic plan
- Financial bridge
- Risk register
- Quarterly review pack
Financial bridge to the year-three target
From this year's revenue to the plan, step by step
- Item$M
- This year's revenue · Starting point8
- New market · Owner: Sales1.6
- Pricing · Owner: Finance0.9
- Retention · Owner: Operations0.8
- New product line · Owner: Product0.7
FAQ
Questions about strategic planning
Is this a one-off offsite?
No. The plan comes with a quarterly review rhythm so it gets carried out, not filed.
Do we need to change our accounting software?
No. We work from what you already use, such as QuickBooks, Xero or spreadsheets, and connect cloud FP&A tools on top when they help.
How long until we see something useful?
It depends on your data and scope. Before any work starts, you get a written plan with dates for each deliverable.
Related · Plan & Forecast
Where this leads next.
- 01Plan & Forecast
Financial Modeling & Analysis
Test a hire, a price change or a new location before you commit to it.
Sample dataExplore Financial Modeling & Analysis - 02Plan & Forecast
Budgeting & Forecasting
An annual budget tied to your goals and a rolling forecast that adjusts as the year moves.
Sample dataExplore Budgeting & Forecasting - 04Plan & Forecast
Cash Flow Management & Forecasting
No more cash surprises: a weekly view of what's coming in, going out and what's left.
Sample dataExplore Cash Flow Management & Forecasting
Book a call
Let's look at your numbers.
Tell us what's going on with your business. We'll email you to set up a free 30-minute discovery call about strategic planning.
Monday to Friday, 8:00am to 5:00pm
Prefer the full form? Go to Book a call