Foundational Planning Tools
- Legacy Planning
– Every company transitions ownership at one point to another. With legacy planning you have the tools to address any transition planning and shareholder incentive and options in case of death, disability or exit. Download this document.
- Success Planning
– Establish the values, visions and mission for your company, as well as a process to work on strategic initiatives. Download this document.
- Action Planning
– Utilize smart goals tied to your strategic plan that address everyday opportunities and Opticals. Download this document.
Rate of Change Template
– It is crucial to understand what management phase your business is currently in. You must examine your growth rate on a monthly basis. Download this document.
Financial Review Template
– Each new member submits financials for complementary coaching and benchmarking.
Financial Performance Scorecarding
– See how you are performing vs your peers on a 90-day basis.
– Peer benchmarks your company in the following core processes – People Management, Financial Controls, Strategic Planning, Operations Best Practices, Sales & Marketing Systems.