Annual Success Planning
November 7-8, 2018

Creating a Business Plan

Why?...A business plan is a vital management tool that communicates direction and performance levels in business segments and throughout the company.  It is tied directly to brand identity, operational efficiency, talent development, marketing and lead generation, customer service, building business value and the all-important, exit strategy.  Chart a course and it will certainly make a huge difference in forward guidance and results.Even if in uncharted waters at times.It is really simple.Assets must produce revenue whether it is people or capital investment and the business plan orchestrates the movement.

How?...A two-day workshop application of planning tools including software, discussion ideas, contingencies, 500+ actionable items geared to "move the needle" , and KPI drill-downs to every level of the company and every position on the organization chart.

What?...Each company tackles the challenges of their own business model and their requirements for success.  Priorities need to be set and costs/capital needs evaluated.  It is much more than a budget; the heart of the business plan is establishing action items and designating responsibility.

Who?...this two-day event is for owners, general managers, bookkeepers, leadership team members and key employees.

Outcome...a workable, simple, easy-to-use document that becomes a part of everyday decision making to achieve both short term and long term goals.

So, take control, do not wait for the weather for profits, create margin acceleration, be a leader---help others believe in their abilities to go farther than imagined, build a winning team, and redefine the culture of the organization...it is contagious...and less than 10% of the companies in our industry do a respectable job of formal business planning!!!

There is no cost for this event, it  is FREE for 2 attendees. 

For additional attendees or more information about this class please email Tim Herbert at Tim.Herbert@Serviceroundtable.com