our servicesAction Planning & Advising

Confronting a business management issue or re-thinking your business model? We will help you clarify next steps, mitigate risks and develop a clear business action plan to move forward with confidence. We consult with small business owners one-on-one, provide support to management teams and facilitate business retreats.

our process

Step 1


Explore challenges and opportunities. Analyze financials. Identify critical success factors. Assess the management strengths and weaknesses that may impact business success.

Step 2


Counsel on realistic options for resolving key issues.  Identify specific, do-able goals to reach desired business outcomes.

Step 3


Create a plan that specifies tasks, responsibilities and deadlines necessary to reach goals, confirming the metrics to be used.

Step 4


Provide on-going advice and support through action plan implementation process, with regular check-ins to assess progress and adjust plan as needed.

we help small business owners

  • Build internal capacity to meet new complexities
  • Adjust a business model to meet market demand
  • Add a new service or expand the product mix
  • Manage personnel issues
  • Define customer or client outreach strategies
  • Sort through all the options and get unstuck!

from our blogRead about Action Planning

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