​Building a Strategic Plan for Your Business

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.
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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.
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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." 
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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.
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STEP 5 - BALANCED SCORECARD 
The balanced scorecard takes the Strategy Map and applies 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.
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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.
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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.
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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.   ​​

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
  • Market Analysis
  • Keyword Analysis
  • Content Marketing
  • SEO
  • Blogs
  • Social Media
  • Email Marketing
  • Online Advertising 
  • Marketing Automation
  • Gap Analysis (if current exists)
  • Analytics & Metrics 
  • Budget

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
  • 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