Strategic Planning Model

The Strategic Planning Model is a powerful tool which helps both you and your client understand the business in granular detail.

It performs a crucial role as part of the Analysis process in the Annual Planning Cycle and forms the essential foundation to a robust Forecast.

The model has been developed to create a seamless transition from the high-level Business Growth Model, transferring key Revenue and Profit targets to the Client Segmentation Model where the numbers can be analysed and refined to create a realistic plan of how to achieve the numbers required. Targets by Product / Service type are integrated into the Customer Targeting Model where Gap Analysis by Customer completes the process highlighting cross sell and upsell opportunities.

The Business Growth Model is “What” the Business Owner is aspiring to achieve, and the Client Segmentation Model is “How” they will make it happen by Product / Service type with emphasis on profitability being a key consideration. The “Who” refers to the Customer Targeting Model, which identifies and targets specific customers to ensure that the desired objectives are achieved.          

Not all conversations with Clients will result in immediate conversion to a successful sale and so activity and probability of success is factored into the process.

A well-crafted SPM will deliver a credible and realistic forecast and forms the basis for accountability which is essential to help drive the business forward.

The model can be found under the Business Growth Advisory section within the User Portal and is available on the following connection types:       

• Business Development              
• Advise and Grow           
• Grow and Exit