Our Growth Planning Services is designed to help you step back and get a broad perspective of the issues that span the entire scope of your business. We dive into all avenues of your business to provide a balanced approach to your Financials, Customers, Operations, People, and Ultimate Goal.
Success requires both vision and action. Our Growth Planning services are designed to address the planning, implementation, education, motivation, and accountability factors that are necessary to achieve your goals and to achieve the support of your entire team in the pursuit of those goals.
We will work with you and your staff to identify the proper diagnostic tools designed to highlight key areas of frustration as well as areas of potential growth for your company. Listed below are some examples of the diagnostic tools that are implemented.
Growth Planning Services include but not limited to:
Financial Diagnostic Report
Revenue Mix Analysis
Departmental Profit & Loss Statements
Chart of Accounts Analysis
Key Performance Indicator Dashboard
Hierarchy of Measures Development
Customer Advisory Board
Customer Satisfaction Survey
Cycle of Customer Interaction
Customer Mix Analysis
Document HR Policies
Employee Advisory Board
Employee Satisfaction Survey
Emotional Intelligence Assessments
Financial & Business Fluency Training
Vision, Mission, Core Values Development
Family Strategic Plan
Business Strategic Plan