This is the process of setting a longer term plan.
This is based on what the owners & directors want to achieve.
What does success look like to you? Revenue targets, exit strategy or growth by acquisition.
This will be a tailored approach defined on these success measures and desired outcomes.
Delivering a financial plan, supported by milestones, sales, operational, customers, HR and system requirements
Production of a 3 to 5 year plan
This overarching plan will include the 12 month budget
Milestones to measure, record and analyse against