Client’s Objectives

  • Update and expand the prior strategic plan to advance to the next level

Assistance

  • Facilitated strategic plan update and expansion process including owners, management team, and key employees

Results/Value

  • Evaluated accomplishments of prior strategic plan and business entity performance/profitability
  • Discussed critical issues, identified new advancement strategies, and developed an implementation timeline
  • Formalized strategic plan update and customized planning process for future use