The Planning Suite
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Made up of six products The Planning Suite enables you to offer a full range of planning help to clients as part of an ongoing Success Process and generate all manner of additional advisory work.
The Business Energizer - is a high level needs and wants establishment product for owner managed businesses. It uses empowerment and facilitation principles in a one hour session with clients or prospects. The product offers you the opportunity to gain a simple ‘yes’ to additional revenue producing work and product sessions.
The Corporate Energizer – is a high level review of where a company is and what the key management team want and need for the future to achieve greater success.
The Strategic Planning Toolkit (SPT) - facilitates structured strategic planning sessions with your clients. At the end of a session, you are able to provide a plan which forms part of a Growth Programme, in the form of a high-quality document. Clients love their strategic planning sessions, because it offers them the opportunity to focus on their personal and business objectives, away from the ‘heat of battle’. As part of a Growth Programme, they like to keep you involved, which means all manner of spin-off work as you help them put their plan into action.
The Strategic Planning Toolkit One Year On - enables you to run successful follow up sessions with existing SPT clients, to maintain focus and momentum. This product helps you refine the rolling five-year plan, in light of influencing factors that could not be anticipated at the outset.
The Strategic Planning Toolkit for New Businesses - using the same principles as the SPT, Strategic Planning for New Businesses enables you to help prospective owner-managers plan for the business they really want. This is a particularly useful tool for attracting high-quality startups, so valuable to you.
The Success Process - a coaching and mentoring product that helps keep clients on track with all their plans, reviews actions taken and plan new actions in the short and medium term.
