This a personalised approach to Strategic Planning comprising of a half day (up to 4 hours) planning session with the business owners developing Vision, Values, Strategic Objectives, KPI's and developing a tactical implementation plan. It is a one-to-one service in other words.
It is particularly relevant for businesses affected by COVID-19 who are needing to re-assess their strategy in light of changed business conditions, and who particularly need guidance in developing stronger marketing platforms and enabling digital advice delivery.
It is expected that a further 4 hours of support will be provided post-planning session in refining and documenting the Strategy for key stakeholders. It is anticipated that the total time commitment from the business owner will be approximately 16 hours, including the half day personalised planning session.
Cost is $2,800 (+ GST).
Upon completion the Financial Adviser will have a clearly articulated business objective, with key success indicators identified, a strategy which is consistent with the business owners values and capabilities, and an implementation plan for the achievement of business objectives.
Auckland, Waikato, Taranaki, Wellington, Canterbury, Otago, Southland, Northland, Bay of Plenty, East Coast, Hawke's Bay, Manawatu Wanganui, Marlborough Nelson Tasman
