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Business Plan Formulation and Implementation Guidance

Fine Enterprises, Inc. specializes in the facilitation of the strategic planning process and providing implementation guidance. Please note that while feedback and recommendations can be provided throughout the process, facilitation means that senior management will dictate the strategic course that the client company should take. Fine Enterprises, Inc. oftentimes assists the process further by providing relevant models, conducting market and industry research, and compiling financial projections.  The resulting highly professional strategic and tactical business plan can be used for a variety of purposes as outlined below. 

Business Plan Uses

Some business plan uses follow:

  • Providing a thoughtful process for considering orgainzational plans carefully so that the firm is more likely to make prudent decisions

  • For senior management, the business plan can be utilized to provide a unified direction, and as a roadmap to execute tasks and track progress towards stated organization goals

Business Plan Uses continued...

Business plans can also be used

  • to acquire financing to take advantage of strategic growth opportunities,

  • to provide banking sources with assurances regarding firm commitments,

  • to model potential acquisitions and divestitures and their impacts on the company,

  • to provide information to shareholders (whom are not active in the day-to-day business) that helps them to better understand the company's strategic directives,

  • to provide customers whom are strategically linked to the company' product or service supply with assurances regarding firm commitments,

  • to provide strategic suppliers whom are investing and risking resources on behalf of the company with assurance of its forward looking commitments,

  • to assist a newly appointed business leader with a tool for understanding and managing the business, and

  • to assist an established business leader with a tool to acquire performance feedback, to introduce a fresh perspective to the executive team, and to facilitate constructive change

The Business Planning Process

The five phases of the business planning process follow:

  1. Information discovery for purposes of educating the plan facilitator, and providing senior management with critically relevant feedback before the planning process begins

  2. Strategic planning meetings with senior management

  3. Tactical departmental planning meetings (depending on company size) with departmental leadership in which strategic initiatives are discussed, implementation alternatives are evaluated, and plans for implementation are documented

  4. Translation of tactical planning meeting outcomes into comprehensive Gantt charts and financial projections (with executive level assistance)

  5. Compilation of a preliminary business plan for review and edit by the senior team in preparation for the final iteration

A Successful Planning Process Must be Inclusive
A business planning process that is inclusive (includes input from individuals from across the organization) can provide critically relevant information to the planning process, and is more likely to be accepted and enthusiastically implemented.
 

l
afine@fine-enterprises.com

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