Business plans

If you are too busy with the day to day to get your plans for the long-term written down, we can help.

Working with your Board and team we enable you to plan for the future. Our business plans provide strategies and tactics so you can tackle the big issues. Growth. Marketing. IT strategy. Regulation. Product development. Risk mitigation.

We can provide:

  • One off workshops,
  • Advice as you write your plan
  • A business plan drafting service to complete the document on your behalf.
  • Support for existing and start-up businesses

Our approach involves:

  • Discovery. What are the key issues, challenges and opportunities?
  • Health check. An analysis of your regulatory returns, accounts and management information.
  • Planning workshop. A one day business model session with staff, volunteers, directors and, potentially, stakeholders

An outline business plan is then produced, before the full document is drafted. This enables us to agree strategies for:

  • IT requirements.
  • Operating model development
  • Product and services
  • Marketing
  • Risk assessment
  • Regulatory action plan
  • Financials
Wisdom, creativity and a depth of knowledge
As an organisation that is experiencing major change following a recent merger, we employed Adrian to formulate our ideas and translate them into a business plan, thereby enabling the organisation to make full use of the opportunities presented by the forthcoming legislative reform order. Adrian has brought wisdom, creativity and a depth of knowledge to the process that has proved invaluable. We have found him to be an excellent colleague and would not hesitate in employing him to develop further projects.
Eileen Halligan
CEO / Central Liverpool Credit Union

Contact us