​STRATEGIC PLANNING

Strategic Planning - a three (3) year plan
Strategies & Ventures will assist you in responding to changes in your market and competition as well as to trends and issues of a local, state or national nature while helping you to position your company or organization for both long-term and short-term success.   S&V will help assess where you have been, where you are at present, then will work with you and your team to formulate strategic initiatives to help you in making the often hard, but necessary decisions.  Most importantly, the S&V team will help you focus on optimizing profitability while still assuring the highest quality of service or product along with excellent employee relations and customer service.   The market aspect of the plan we develop for you will include a focus on maintaining or developing top-of-mind awareness before the audiences and market you need to target.

Client/SV Relations (What is included in our plan):  
• Financials and internal statistics obtained from the client’s financial department will be necessary

   to assess current status; this will allow the S&V team to be able to project improved margins.
• Interviews with service line managers, as well as key players and leaders deemed important by  

   the client, will provide unique insights and added value to the plan
• Setup of a three day on-site visit by a two-member S&V team, phone conferencing as needed, a

   two-day mid-project visit by the S&V team (only if needed and agreed upon by client), and the  

   final plan presentation on-site (electronic only) plus five “draft” b&w hard copies.  
 • Client can request one cycle of changes to the semi-final plan which will be made without

   any additional charge.
 • Client receives electronic version of the final plan, as well as five (5) color, printed copies. 
    

Highlights:
Timeline:  Strategic plan development averages eight weeks, but can be as long as 12 weeks, or as short as six weeks – dependent upon the availability of internal information and access to internal team resources.  The S&V team will consistently work to keep the projected timeline on track.