An important step for many of our family business clients is to develop a written Strategic or Business Plan, detailing their key projects and priorities over a specified time frame (usually 1-2 years).
A well conceived and constructed Business Plan helps focus the organisation’s energies and resources on a range of specific initiatives and projects, thereby providing a degree of discipline and accountability, and a focus for regular Board meetings.
Facilitating the formulation of a Strategic or Business Plan typically involves: