Annual business plan

Annual business plan and quarterly action plan reviews

What is involved?

You’ll attend a planning session facilitated by Positive Practice. The key issues covered include:

We’ll provide you with pre-work, which you will need to complete prior to the Business Planning session to ensure you identify any issues that need to be discussed.  That way we can prepare any information required prior to the session.

• Discussing and setting both personal and business goals for the next 12 months
• Discussing and agreeing on an action plan with strategies to support the achievement of goals
• Identifying Gross Revenue Targets and Key Performance Indicators
• Identifying opportunities and vulnerabilities in your business that need to be managed
•Establishing a 90 Day Action Plan to address immediate critical issues

Benefits of a Business Planning Session

  • Review and set the direction of the business
  • Eliminate procrastination
  • Identify common goals amongst a number of directors (if applicable)
  • Identify and prioritise your key goals
  • Create strategies to achieve your goals
  • Identify what you will need to achieve your goals
  • Set timeframes for achieving your goals
  • Develop a tool to communicate your business goals and vision with your team
  • Divide your goals into short-term and long-term – quick wins vs. key projects
  • Develop a template to review actual performance against targets
  • Create a platform to develop Financial Forecasts
  • Use your Business Plan as a basis for you to set team members’ individual goals/targets

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    Transform Your Business with Positive Practice: Contact Us Today!
    Discover the power of financial clarity to boost profits and growth.

    Welcome to Positive Practice, where we specialize in providing financial clarity for family-focused business owners like you. Our mission is simple: to help you thrive by offering expert guidance and solutions tailored to your unique needs.

    Why Choose Positive Practice?

    At Positive Practice, we understand the challenges and complexities that family-focused businesses face. Balancing financial stability with family dynamics requires a unique approach, and that’s where we excel. Here’s what sets us apart:

    Comprehensive Planning: We work closely with you to create a financial plan that aligns with your business and family goals. Our experienced team takes into account your vision, values, and long-term objectives.
    Performance Enhancement: Our strategies are designed to improve the performance of your business. We analyze your financial data, identify opportunities for growth, and implement actionable solutions.
    Profit Maximization: Ultimately, our goal is to help you increase profits. We provide guidance on cost management, revenue generation, and other key areas to ensure your business thrives financially.

    How to Get in Touch

    We’re eager to hear from you and start the journey toward financial success together. Please fill out the contact form below, and one of our seasoned experts will reach out to you promptly.

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