The one-day planning session is to set a clear vision, mission, purpose, brand promise and defined industry position.  Once this has been achieved, we build out the big-picture financial goals for revenue, profit, and annual cash at bank for year one, three and five.  We work on high-level goals to achieve the year one financial outcome toward the end of the day.

Thirty days after the one-day planning session, we hold a two-day executive retreat where we build a comprehensive business plan from our one-day planning session.  We create detailed financials for projected years one through five.  We spend most of the second day using PERT techniques to create a weekly schedule of what needs to be achieved for between four to six primary company goals aligned to year one of the business plan.

To ensure the weekly PERT goals have been achieved for the month, we work with the executive team in review of the team’s achievements over last month.  We correct any shortfalls and help with setting goals for the month coming. The monthly sessions are a task achievement process designed to tick off the weekly tasks on the PERT chart.

During the quarterly sessions, we spend more time reporting on the financial progress of the company and how the last quarter’s financials align to achieving budget.  We then review the next quarters budget and set the strategies needed to ensure financial achievements.