​Building a Strategic Plan for Your Business

Whether you need to build your strategy from the ground up or need to update you current strategy whether that is your business strategy or a particular area of your business, we can help you do that through several of our delivery methods.

Strategy is about defining where you want your company to go not necessarily how you are going to get there.  Whether you require an entire business strategy or just a marketing strategy for your business the processes of how you need to develop your strategy are the same.

  • Future State - Defining your go forward business as well as personal goals of what you want your business or specific areas of your business to look like in the next 3 to 5 years.
  • Current State - Before you determine where you want to be, it is important to understand where you are today and to document it.
  • Gap Analysis - Before you can move into your planning you need to understand the gap between your current and future state. We call this creating the "Change Agenda".
  • Strategy Map - Initiatives that you need to undertake to close the gap using the following perspectives: financial, customer, internal, and learning and growth.
  • Balanced Scorecard - Looking at the metrics that you are going to apply to your business to ensure that your strategy (defined in your Stategy Map) gets implemented. This includes lead indicators and lag indicators, processes, people, and technology.
  • Budgeting - Ensuring that you have the funds allocated to achieve your overall objectives. This needs to include revenue forecasts, cost of goods sold, operating expenses, capital expenses, and strategic expenses.
  • Tracking and Monitoring - Knowing what you are going to measure, how you are going to measure, the frequency of measurement, who is accountable for the results, and how the outcomes are fed back into the business.
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Our Strategic Planning Offering

Since the methodology is the same for every one of our strategy service offerings, your only decision is how you would like to have it delivered and developed within your business. The options below are the defined strategies we get asked for most.  If you are interested in looking at another area of your business and defining that strategy, let us know, we will define the engagement for you and your business.  Example:  HR Strategy, Operational Strategy ...etc.
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Business Strategy

  • Deliverables
  • Delivery Options
  • Topics Covered
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Deliverables
  • Business Strategy Model
  • Strategy Map
  • Balanced Scorecard / Implementation Plan
  • Business Budget
Delivery Options
  • Business Coaching
    • Questionnaire
    •  20 (2 Hour sessions) with a set agenda and homework
      • Maximum of  3 participants
  • Facilitation 
    • Questionnaires completed & Financials provided
    • Analysis performed by RK Fischer & Associates
    • Interviews (1 hours) with each participant outside owners
    • Facilitation Session (2-3 full day) sessions onsite with key stakeholders depending on size/complexity of business
    • Strategy Map Session (developed after session)
    • Balanced Scorecard (developed after session)​
Topics Covered
  • Future State and Goals
  • Current Situation
  • Marketing Analysis
  • Products & Services
  • Go to Market Strategy
  • Sales Forecasts & Expense Forecasts (3 Years)
  • Marketing
  • Human Resources
  • Management, Leadership, Communication
  • Risk Management 
  • Operations
  • Gap Analysis
  • Strategy Map
  • Balanced Scorecard

Digital Marketing Strategy

  • Deliverables
  • Delivery Options
  • Topics Covered
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Deliverables
  • Digital Strategy Model
  • Strategy Map
  • Balanced Scorecard / Implementation Plan
  • Digital Marketing Budget
Delivery Options
  • Business Coaching
    • Questionnaire
    •  12 (2 Hour sessions) with a set agenda and homework
      • Maximum of  3 participants
  • Facilitation 
    • Agenda / Questionnaire
    • 2-Hour Meeting with Business Owner to discuss participants and objectives
    • Interviews (1-2 hours) with each participant
    • Facilitation Session (1 full day session or 2 half day sessions within same week)
    • Strategy Map Session (1 half day session)
    • Balanced Scorecard (1 half day session)
    • Marketing Budget (1 half day session)​
Topics Covered
  • Future State / Goals
  • Current Situation
  • Target Market & Personas 
  • Keyword Analysis
  • Online Competition
  • Content
  • Search Engine Optimization
  • Website
  • Blogs and Content
  • Social Media
  • Social Media Advertising
  • Google AdWords
  • Marketing Automation
  • Email Marketing
  • Landing Pages
  • Webinars
  • Gap Analysis
  • Strategy Map
  • Balance Scorecard
  • Digital Marketing Budget
  • Metrics

Sales Strategy

  • Deliverables
  • Delivery Options
  • Topics Covered
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Deliverables
  • Sales Strategy Model
  • Strategy Map
  • Balanced Scorecard / Implementation Plan
  • Sales Budget
Delivery Options
  • Business Coaching
    • Questionnaire
    •  16 (2 Hour sessions) with a set agenda and homework
      • Maximum of  3 participants
  • Facilitation 
    • Agenda / Questionnaire
    • 2-Hour Meeting with Business Owner to discuss participants and objectives
    • Interviews (1-2 hours) with each participant
    • Facilitation Session (1-2 Day session depending on size & complexity of business)
    • Strategy Map Session 
    • Balanced Scorecard 
Topics Covered
  • Future State & Goals
  • Current Situation 
  • Products & Services Sold
  • Suspects, Prospects, & Qualification
  • Sales Process and Sale Cycle Development
  • Internal Sales Personnel Skills
  • External Channels to Market
  • Key Performance Indicators
  • Quotas, Margins, Commissions & Compensation Structure
  • Order Management 
  • Supply Chain & Customer Support
  • Forecast & Pipeline Development 
  • Sales Management & Reporting Requirements
  • Gap Analysis
  • Strategy Map
  • Balanced Scorecard