Strategic Plan

Strategic Plan

Hi, I’m Steve, CMAA, CExP and I have written over 100 business plans, strategic plans, and pitch decks. I have over 30 years of experience in business, consulting large corporations such as General Motors, Adidas, Thrifty Car Rental, mid-sized companies, start-ups, and even investors. I am a Business School Grad and am Harvard Educated.

Strategic Plan Engagement Includes:

This engagement will get your business to the next level of growth and increased profitability. Also: minimize mistakes and maximize cash flow; get your team on the same page; and put the best foot forward to external stakeholders, including investors.

Working with management and owners, start with a thorough analysis to determine goals and objectives that make sense for an organization. We then set out to further strengthen the analysis landscape or move straight to strategic recommendations. We help make sure execution of the plan takes place too.

Strategic Plan

This is how we are going to develop your Strategic Plan:

Phase 1. Kick-off and Discovery. Open discussion on your needs and the known internal and external situation.

Phase 2. Analysis of Current Situation, including market trends, size of the market, management interviews, competitors, distribution, product, operations, value proposition, customer interviews, cost structure, and revenue streams.

Phase 3. Develop a Strategic Plan, which includes a summary of key findings, objectives, target markets, strategies, and tactics.

Phase 4. Develop Financials (option)

Phase 5. Presentation of Plan

The key will be working collaboratively as partners, with regular communication on the status of phases and next steps.

Time Commitment: 2-3 months

If you have any questions or would like to discuss, please feel free to contact me.

Get a Call Back!

Steve Williams CExP™, CMAA
Partner, Incentica Business Plans
Contact Us
(403) 305 – 0841
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