NextLevelPlan.com

As partners in your business planning and strategy, we must get to know your business intimately. An effective business plan must grow out of a true and objective understanding of the company, its resources, vision and priorities. And it must earn the confidence of the executives and management in order to succeed. Next Level Plan begins each new client relationship by listening and studying.

Planning for the next level…

The typical business planning process, or analysis of your existing plan, may follow a four- to six-week timetable similar to the following:

First encounter

initial interview, collect corporate background material and relevant reports
initial strategy session
prepare formal proposal with initial observations

Week 1

additional strategic planning work with client
financial-position meeting
competitive analyses
initial draft of strategic intiatives

Weeks 2–3

review of operations and human resources
present findings of competitive analysis
review sales and expense budgets
final review of strategic initiatives

Weeks 3–4

second draft of strategic plan
first draft of financial plan
review issues related to human resources and operations

Weeks 4–6

all plans and documents reviewed with client and discussed as necessary
final presentation of all materials