Facilitation & Business Planning 

Opportunity beyond ambiguity & disruption.      

                                                                                  Contact: John Cleary 0411 522 521  

A skilled external Facilitator makes progress possible by remaining objective and:

  • engaging key stakeholders in resolving strategic and/or operational issues
  • inviting diverse views and seek consensus
  • motivating shared vision and cross-functional collaboration
  • create an Action Plan as a pathway to strategic objectives

When the key operational issues include financial management, it helps to have an experienced Facilitator who speaks the language of business – finance.

Cost Management Specialists Facilitators understand finance as the language of business (financial statements, budgeting, costing, pricing, ratios & trends). However, in a facilitation participants, not the Facilitator, are the subject matter experts.

When you need a skilled Facilitator experienced in financial management, anywhere in Australia, give John Cleary a call on 0411 522 521

Business Planning – Fail to Plan, Plan to Fail

A business plan is a formal written document, with an operational focus, developed with key stakeholders’ input, to guide staff responsible for operational decision-making.

Contents of the Business Plan should include:

  1. Executive Summary
  2. Company Description
  3. Products and Services
  4. Competitor Analysis
  5. Strategy, Structure & Tactics
  6. Specific, Measurable & Timely objectives
  7. Responsibility & Accountability
  8. Financial Management & Budget
  9. Marketing
  10. Risk Management

An effective Business Plan

  • acts as a compass guiding the way on an annual basis
  • provides a reference point for previous decisions and past assumptions
  • helps to keep the focus on agreed priorities & dismiss unnecessary distractions
  • provides baseline measures to chart progress and improvement
  • can assist in obtaining finance by giving banks and investors the confidence to invest based on key stakeholders’ planning, strategic direction, and ability to make informed strategic and operational decisions

Cost Management Specialists facilitate key stakeholders’ input into Business Planning. Because of the operational emphasis, we recommend key stakeholders come together at least twice annually to outline:

  • what is required from them to update the Business Plan
  • Business Plan updates & implications for their responsibility &  accountability

The adopted Business Plan is most valuable when accessible to staff to assist resolve ambiguity, uncertainty or conflict by providing clarity for operational decision-making.

When you need a Business Plan, facilitated with the input of key stakeholders, to guide operational decision-making, give John Cleary a call on 0411 522 521.