Description
We will outline a flexible and practical model to guide the growth and development of your business. This plan will define clear business objectives, identify opportunities to enhance or reimagine existing programs, and outline new products and services aligned with your business objectives. Through a combination of internal and external analysis, stakeholder engagement, and financial modeling, we will create a Business Plan that balances organizational capacity, client needs, and management preferences, with a focus on scalability and sustainability. The Business Plan will balance strategy and action by outlining an interactive financial model.
Scope:
- External & Internal Analysis: We will conduct an analysis of the organization and its environment (including an external, internal, peer, and SWOT/TOWS analysis) that synthesizes the available data, documentation, and evidence relevant to the Business Plan.
- Stakeholder Engagement: Involvement and collaboration are key for buy-in and ownership. The Business Plan will be informed by the insights gained through our Situation Analysis and ongoing engagement from you and your stakeholders. We will determine the necessary activities and milestones required to realize your business objectives. Early stakeholder feedback is necessary to fully define the business model. We will capture that feedback with a minimum of one focus group or workshop and three virtual interviews.
- Financial Models: Conduct a practical assessment and analysis of the financial model of your organization, in which core groups and leadership will supply the required information on the operations and internal management. Rather than the more traditional date-based forecasting, we will develop a milestone-based, interactive financial model that you can leverage in future planning and adjust for operational realities.
- Business Plan: We will draft a Business Plan, centering our work around your business objectives. Informed by insights gained through the Situation Analysis and Stakeholder Engagement Report, we will determine the necessary activities and milestones required to realize those objectives. The purpose of this plan is to outline the required structure to the organization, define priorities, and provide a preliminary blueprint for the organization. We will outline the organization’s core pillars, gaps in the current operational framework, and an operational framework.
Deliverables/outputs:
- Situation Analysis
- Stakeholder Engagement Report
- Business Plan
Timing:
- This work typically requires 10 weeks to complete. A specific timeframe for execution will be agreed between Client and Consultant after purchase.
Assumptions:
- Includes up to 3 rounds of revisions based on Client feedback
- Client will provide constructive feedback and guidance in reviews
- Client will review & accept Deliverables within 15 days of final submission
- Client will provide relevant source materials & data, licensed company and brand assets & guidelines, etc.
- Out-of-scope or additional requests will require a separate Engagement
