Objectives

Businesses of every size face challenges that are now suppressing growth, a business might have a great product or service but without a strategic plan to help it define, articulate and communicate where it is going - it will be at the mercy of outside events. Strategic planning is probably the most important advisory service you can offer, and this webinar will outline how to offer and deliver strategic planning services to clients.

Key topics

How to market this service
How to deliver strategic planning services effectively, including
The personal objectives of business owners
Understanding the strengths, weaknesses, opportunities and threats of a business
Preparing a strategic plan
Writing the plan including the key sections
Action planning; and
Management information required to stay on track

Who should attend

Progressive accountants and advisers who want to or are specialising in helping clients manage their businesses and want to deliver this type of service in a standardised and effective manner.

Training

Resources

Consultancy

Marketing

Partners

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