THIS SESSION WILL REQUIRE YOU TO TAKE TIME OUT FROM DAY TO DAY ACTIVITIES IN THE BUSINESS TO FOCUS ON THE BUSINESS. TOGETHER WE WILL REVIEW YOUR PAST PERFORMANCE AND CLARIFY FUTURE DIRECTION.

You will set solid and realistic business goals and define strategies for achievement. At the end of the session you will have a one page business plan which will act as a guide map to ensure you are on the course for success.

  • Do you have a current business plan?
  • Have you set realistic & measurable goals?
  • Do you have clear strategies to achieve your goals?
  • Do you regularly review your goals in regard to changing circumstances?

If you answer yes to any of the following questions:

WOULD YOU LIKE:
  • To increase the level of growth, profitability & cash flow in your business?
  • Support to unlock your business potential?
  • A clear outline of what you need to do to unlock this potential?
  • A document against which to measure your progress to your goals?

You will participate in a four hour planning session facilitated by Morrison .

THE KEY ISSUES COVERED WILL BE:
  • Discussing and setting both personal and business goals for the next 12 months.
  • Discussing and agreeing on an action plan with strategies to support achievement of goals.
  • Identification of Gross Revenue Targets and Key Performance Indicators.
  • Identification of opportunities and vulnerabilities in your business that need to be managed.
  • Establishment of a 90 day Action Plan to address immediate critical issues.

We will provide you with “pre-work” which you will be required to complete prior to the planning meeting to ensure you identify any issues that need to be discussed and so we can prepare any information required prior to the session.

Any time is a good time to make a business plan when none is in existence, however it is particularly relevant at the start of a new financial year. If you are contemplating a major change in an existing business or entering a new business venture, a business plan is crucial.

You will also be required to have a business plan to support any financial applications.

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BENEFITS
  • It gives you a chance to review and set the direction of the business
  • The facilitated session eliminates procrastination
  • Helps you to find common goals amongst a number of owners (if applicable)Identifies your key goals
  • Prioritises your goals
  • Creates strategies for you to achieve goals
  • Identifies what you will need to achieve your goals. This could be a combination of marketing, training, performance management, increased resourcing and cost cutting
  • It sets time frames for achieving goals and therefore provides accountability
  • Provides a tool to communicate business goals and vision with your team
  • Divides your goals into short term and long term — Quick Win vs. Key Projects
  • Provides you with a template to review actual performance against targets
  • Provides you with a platform to develop Financial Forecasts
  • It can be used as a basis for you to set team members’ individual goals/targets
SME Tax planning

FINANCIAL AWARENESS COACHING

Understanding the numbers so you can grow your business.

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Business Organisation Review

ORGANISATION REVIEW

Develop a sustainable, efficient structure for your business.

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Accountant Strategy Meeting

QUARTERLY COACHING

Stay on track as you head towards the goals in your Business Plan.

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GET IN TOUCH

Set up a Complimentary Client Review session

Meet with us on a no-charge/no-obligation basis to discuss your business. It is essential to take time out to discuss what is happening in your business; not only so you have clarity about your future direction, but also so that we can ensure we are supporting you in the most appropriate way.

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