Strategic and Business Plan Development


Successful business owners and leaders know that developing a strategy, a vision, a mission, and a specific plan of action contribute to long-term, sustainable success.  The Strategic Planning process provides a format for developing specific strategies, converting those strategies into a business planning process, and establishing measurable and attainable organizational goals.  It is a process that involves not only determining where a organization wants and needs to go, but also how to get there.


Quarterly Business Review

Why do companies and organizations fail?  Some have not thought through their strategic business plan or after writing it, just put it on the shelf never to be looked at again.  For the successful organization, it is not only a matter of creating a vision, a mission, and a strategy followed by a well thought out business plan but also implementing that plan and checking results throughout the year.  This can be accomplished via the Quarterly Business Review.


The Quarterly Business Review starts with a review of the business goals:

        • Are they being accomplished?
        • What is the dollar impact?
        • Who is accountable?


Next is an organizational process review including:

        • Operations (production, waste, new development)
        • Growth and Marketing
        • Talent and Time Management
        • Who is accountable?

    Based on this evaluation, organizations should have a good understanding of where they are currently and what it still needs to be achieved.  It is important to develop your plan and check each quarter to ensure the business is meeting the stated goals.