Practical Business Planning For Clarity, Action and Results
With over 30 years of experience growing and running small and medium sized businesses, we know the importance of real world, results-driven planning. We also know the importance of creating a vision and mission that the organization will understand, support and strive to achieve.
We take planning to a new level with our encompassing approach that adds a new dimension to traditional planning. We help you uncover and include objectives that are important to you and your organization beyond growth and profits. We help ensure that you accomplish those things that are most important to you, your family and your community.
Compass Strategies offers a range of business and strategic planning services from small projects to full scale plans suitable for presentation to financial institutions and investors. We are licensed consultants for the One Page Business Plan Company and we are members of the Association for Strategic Planning.
How Values Make or Break Your Business (And You)
Planning is About Managing Change
Traditional Business Plan
The Professional Business Plan is a detailed document that covers all aspects of your business. It meets the expectations of most financial institutions and investors. Depending on how much information is already prepared and available, a document can be produced in as little as one week. In most cases, meetings with you and your key managers are necessary. This can extend the duration to one to three months depending on the complexity of the information and the readiness and availability of your management team.
The final document may include the following sections depending on your needs:
* Executive Summary
* Business Description
* Business Conditions
* Market Analysis
* Competitor Analysis
* Marketing and Sales Plan
* Operations Plan
* Financial Plan
A sample Business Plan Template is available for download here (PDF)
One Page Business Plan
The One Page Business Plan is a fresh, simple approach to business planning that creates focus, accountability and results. It is suitable for all sizes of businesses from solo entrepreneurs to large corporations.
The One Page Business Plan Company is an international consulting firm specializing in innovative planning and performance management tools. As a provider of consulting, enterprise software and e-learning systems, its One Page Business Plan® methodologies are rapidly becoming a management “best practice” around the world. Compass Strategies is a licensed consultant for the One Page Plan.
A One Page Business Plan includes the following sections:
* Vision
* Mission
* Objectives
* Strategies
* Action Plans
Facilitated Strategic Planning
A facilitated Strategic Plan may involve a retreat and/or it may involve a series of meetings with the management team to determine the long term vision for the business and detailed strategies and action plans for how to get there.
The Strategic Plan may be a stand alone document or it may be integral to your traditional business plan.
The final document will include the following components:
* Vision
* Mission
* Core Purpose
* Core Values
* SWOT Analysis
* Goals and Objectives
* Strategies
* Action Plans
Custom Packages
The Traditional Plan, the One Page Plan and the Facilitated Strategic Plan are adaptable to most situations. We will also be pleased to develop a program customized to your unique needs.
