Strategic Assessment and Planning

Suitable when the goal is: “How do we maximize the company’s value creation potential?” We evaluate all major aspects (target client profile, value proposition, go to market, sales and marketing model, organization and delivery structure, measurement and compensation, financial and operating performance) of the business to identify strengths and weaknesses, the extent of which may not now be fully known or appreciated.

We then plan for 3-5 year evolution and growth while immediately fixing obvious areas of need. The team implements the steps of 3-5 year plan, and we advise and monitor. This usually includes three to twelve months of follow-up phone sessions to remove obstacles and support progress.

This method is also suitable for more immediate needs, such as a turn-around or responding to an extraordinary situation such as the win of a large account or integration of a new acquisition.

Upside: Highest likelihood of short term results and of reaching 3-5 year goals. Downside: largest budget in shortest term.

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Strategic Planning and Performance Optimization Services Solution Provider owners and executives often wish to accelerate progress on two critical areas of value creation: strategic direction and the steps to attainment, and optimizing near-term operating performance.