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STRATEGIC PLANNING SERVICES

Determining Your Goals and Objectives and How to Meet Them

What Is Strategic Planning

Strategic Planning is about defining where you want your business to be in the future, not necessarily how you are going to get there, which is accomplished through the business planning stage.  Whether you require an entire strategic plan that encompasses the entire business or just a marketing and sales strategy, the process of how you develop the strategy is the same.

STEP 1 - FUTURE STATE

Within the future state, you will define both your business and personal goals and objectives of where you want to see your business in the next 3 to 5 years.

STEP 2 - CURRENT STATE

The current state documents where you are today in your business by way of SWOT analysis, PESTEL, and Porter's 5.

STEP 3 - GAP ANALYSIS

Gap analysis is where you determine the gap between your current and future state.  The difference is what we call your "Change Agenda." 

STEP 4 - STRATEGY MAP

The strategy map looks at the Gap Analysis to determine which initiatives can be undertaken within the next year.  Timing and resources are then attached.

STEP 5 - BALANCED SCORECARD 

The balanced scorecard takes the Strategy Map and then overlays the metrics that need to be applied to your business to ensure your strategy gets implemented.  The metrics include both lead indicators and lag indicators.

STEP 6 - BUDGETING

To implement your strategy, you are going to need to have funds allocated. The budget will include a revenue forecast, cost of goods sold / or cost of sales, operating expenses, as well as capital and strategic expenses.

STEP 7 - TRACKING AND MONITORING

The last step is the actual tracking and monitoring of the metrics that you have put in place, determining the frequency of the measurement along with who is accountable for the results. It is then essential to feed the outcomes back into the business and then make adjustments as needed.

Our Strategic Planning Offerings

Our methodology is the same for each of our strategic planning offerings, the only decision you have to make is whether you are looking at a strategic plan for the entire business, or for a particular area.  Strategic Planning is provided through facilitation.  There is work that is performed prior to the onsite facilitation, and there is work performed following facilitation. We can provide strategic planning through business coaching as well for your business strategy or develop a customized coaching engagement for marketing and sales strategy and digital marketing strategy.

Overall Business Strategy

Business Strategy is our strategic planning offering that includes developing a strategy for each area of your business. and includes the following topics:

  • Future State & Goals

  • Current Situation

  • Market Analysis

  • Products & Services

  • Go To Market Strategy 

  • Forecasting 

  • Marketing

  • Human Resources

  • Management, Leadership, & Communication

  • Risk Management 

  • Operations

  • Finance

  • Gap Analysis

  • Strategy Map

  • Balanced Scorecard

  • Budget

If you are looking to grow your business and take it to the next level, especially if you are looking for financing , you require an overall strategic plan for your business.  You cannot write a business plan without having a business strategy in place as a business plan documents your strategy as well as outlines to a lender or investor how you plan to implement your strategy.

Marketing & Sales Strategy

Marketing and Sales Strategy is our strategic planning offering that focuses on the marketing and sales and the growth of your business and includes the following topics:​

  • Future State & Goals

  • Current Situation

  • Market Analysis

  • Products & Services

  • Pricing 

  • Placement 

  • Channels to Market

  • Sales Prospecting and Lead Generation

  • Sales Process

  • Sales Funnel and Forecasting

  • Sales Management

  • Sales Metrics

  • Branding

  • Promotion

  • Gap Analysis (if current exists) 

  • Marketing Metrics

  • Budget

If you are looking to determine how to grow your business and do not have a structure for your sales and marketing, a marketing and sales strategy is an excellent place to start.  Marketing and sales are the two areas that are focused on revenue generation, and if you do not have a handle on how to generate sales, it will be challenging to grow your business. It is also impossible to develop a marketing and sales plan without having a marketing and sales strategy in place.

Digital Marketing Strategy

Digital Marketing Strategy is our strategic planning offering that focuses on online marketing includes the following topics:​

  • Future State & Goals

  • Current Situation

  • Market Analysis

  • Keyword Analysis

  • Content Marketing

  • SEO

  • Blogs

  • Social Media

  • Email Marketing

  • Online Advertising 

  • Marketing Automation

  • Gap Analysis (if current exists)

  • Analytics & Metrics 

  • Budget

If you have not embraced online marketing or your current online strategy is not working and generating the leads you expect, a digital marketing strategy could help your business.

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  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon
  • Pinterest
  • Instagram
  • Google My Business

Our offices are now located in Southwestern Ontario but we provide services across Canada and the United States as most of our services are performed remotely.

We provide onsite services that require at least one day onsite  in Sarnia, Chatham-Kent, London, Windsor, Woodstock, Leamington, Waterloo, Cambridge, Kitchener,  Guelph, Milton, Oakville, Mississauga,  Burlington, Hamilton, Niagara Falls, Toronto, Vaughan, Markham, Brampton, Richmond Hill,  Newmarket, Whitby, Oshawa, Ajax, Pickering, Uxbridge, Pickering and  surrounding locations in the GTA and Southwestern Ontario.

For other businesses outside our local service area in  Canada who require onsite services, please contact us to discuss your requirements as outside our outlined local service area will include travel and living fees.

 

All services for the United States are only performed remotely in Canada and meetings are performed online through Zoom.

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