top of page

STRATEGIC PLANNING

In a Meeting

Simple, Clear, & Actionable

(a better plan generated more revenue with less work)

It’s easy to get lost trying to get your business ahead with everything going on today. 

Here is how we help your business get ahead. 

  1. Identify specific issues, limitations, and resources

  2. Understand what the company purpose is and what the immediate goal are

  3. Gather information to understand the critical issues like internal strengths and weaknesses, external opportunities, threats and market opportunities.

  4. Identify the approach for addressing critical issues

  5. Create an actionable plan to work within the existing company resources

  6. Deliver (and if needed manage) an achievable plan across the organization that is tangible to each member of the team to clearly identifying what he/she is responsible/accountable for

  7. Identify measurable metrics for each goal

  8. Set up systematic process for weekly, and monthly, reporting for each part of the plan 

  9. Hold weekly, or monthly strategy meetings then monitor, evaluate, and adapt

Meet The Team

Profile pic.PNG

James Conlin

  • Grey LinkedIn Icon

business strategy, revenue generation & technology

Jessica Roe

online brand marketing

Man%20in%20White%20Button%20Up_edited.jp

Steve Miller

team building & corporate partnerships

bottom of page