Planning and Execution

Ensure Executable Strategies are in Place

As an Owner / CEO, it is critical that your vision and goals are clearly communicated to your leadership team. Understanding when and where you need to pivot is the key for creating a solid financial plan for unprecedented times like COVID-19.

Once you understand your Painted Picture and create a strategy (through processes like ClearPath’s Orion), it’s time to develop a “What if “scenario plan that will allow you to understand key drivers in your company and how to better predict outcomes in the future.

This enables you as an owner to:

  • Grasp what parts of your business are “too” reliant on one sector.
  • Learn how to shift your focus based on these future likely outcomes.
  • Instead of waiting on results you can access how your business is performing at any given moment when you add an outlier.
  • Keep your business growing while understanding the key performing indicators.

We help you develop a summary of value and add strategies on how to increase the value of your company. With this strategy, we can create financial modeling to map out a variety of “What If” scenarios and pivot the business as needed. As an owner, you will be able to determine if it is time to expand, change pricing, invest in marketing, or make any other decisions that will help the future of your business.

The more questions that are asked, answered, and reviewed throughout each stage of your company, the more informed you can be as an owner in making the best decisions for your business.

Having the right people in the right seats to execute this plan is crucial. Using our Predictive Index analysis and Team Dynamics Assessment, we identify gaps in organizational structure ensuring the team has the resources needed. This is also a great way to determine future leaders in the company should you choose to step back from day to day operations.

Simplifying the process is our speciality.

1. Schedule a Call

We’ll hear from you about your goals, what you’re looking for, and help determine which steps to take next. We’ll be the guide as you stay in the driver’s seat.

2. Create your Painted Picture

Our hyper-customized Orion Plan allows us to move intentionally and with focus.

3. Develop a Plan to Achieve your Desired Goals

At the end of it all, you have the plan and are better prepared for any economic downturn your company might face.