Strategic Planning

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Strategic Planning

Just about every family business has invested time and money trying to produce a strategic plan, and almost every one of them can point to a dusty old three ring binder on the shelf and say, “We wasted thousands of dollars on developing a strategic plan years ago, and it didn’t help us move a needle at all!” That raises the question: at whom should the finger point? Who was responsible for EXECUTING the plan?

Producing a plan and putting it into a binder is not magical; the magic comes in devoting time, people, and other resources to the process of planning and then – and this is critically important – developing a weekly management function built around the strategic plan to produce both results and accountability.

A comprehensive approach to strategic planning based on proven processes is what you need to add rocket fuel to your business planning. Skilled FBI facilitators, our proprietary process, and a committed management team all come together to help you develop a plan perfectly tailored to your needs. When all the critical success factors are in place, you can expect truly outstanding results.

U

DISCOVER

Assess the unique needs of your business and family to develop the perfectly tailored approach.

DESIGN

Design a custom plan to maximize the strengths and minimize the weaknesses of your family business to allow you to achieve long-term success.

IMPLEMENT

We’ll walk with you every step of the way to implement your plan so your family can enjoy and extend your family legacy and prosperity.

RESEARCH & ANALYSIS
All successful strategic planning efforts begin with a robust assessment of the current landscape. Do NOT assume – KNOW the point from which you are starting. Organizational, customer, competitive, and financial analyses provide solid grounding for the strategic planning process.
STRATEGIC PLANNING WORKSHOPS
Your strategic planning team will participate in a series of facilitated workshops and progress through the process in a logical fashion. The process includes the establishment of company targets, development of your company mission, vision, and values, SWOT analysis, development of company goals, strategies, objectives, and action plans, organizational review and development of key performance indicators (KPIs), the financial plan, and a KPI dashboard.
STRATEGIC PLAN DOCUMENTATION
You own your strategic plan, and the best plans are written by company leaders who are passionate about excellence. While the document is an important end product, it must be stressed that the process itself and the resulting decisions, actions, and alignment of your management team are the most valuable parts of developing a strategic plan.

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