Strategic Success Plan
As we have captured on our logo, we view your business as a box with four sides Vision, Values, Team and Customers. At the base of your box are your Resources. The capacity of your business is what will fit within your box. When your box gets close to capacity it can come apart. A strong Culture will help hold your box/business together. But the larger the box grows, the stronger the Culture needs to be.
Over the course of 5 off site 8 hour sessions, set at your time table, Box Concepts Consulting, LLC will help you and your team, develop and implement the following plans and tools for your business.
Strategic Success Summary
Who are you?
Mission Statement (Why you exist)
Vision Statement (What you want to become)
Cultural Description (Define the culture you want to create)
Core Values (What values are most important to your team)
Marketing Summary
Identify and Define Your Ideal Customer (Who do you want to serve)
Identify Your Differentiators (What sets you apart from your competition)
Create a Guarantee (Make a Guarantee to put your customer at ease and set you apart from the competition)
Live Financial Summary: (Customizable)
Showing Current YTD, 1 Year Plan and 3 Year Plan
Revenue
Net Income
% of Sales
Number of Team Member
Net Income per Team Member
Goals:
1 Year Goals
Quarterly Goals
Issues:
Identify any Issues that are potentially standing in your way
Team Cultivation Plan
Accountability Chart
Job Description for Each Position
New Hire Documentation
New Team Member Onboarding Tool
Team Member Evaluator Tool
Weekly / Bi-Weekly Team Meeting Format
Customer Development Plan
Ideal Customer Demographic Profile
Business Marketing Plan
Product Marketing Plans
Resource Management Plan
Budget
Dashboard
Team Member Hiring Plan
Additional Capital Plan
Access to our toolbox full of additional tools