These workshops use an iterative approach to planning. In the current economic climate planning is no longer last year plus 10%, once a year, it's regular and adaptable. It must also be quick, focused and effective. We have developed this planning approach to help clients make targets in these tough conditions.

Every workshop is designed to fit your specific needs and circumstances. Below are a selection of the exercises we use. These workshops are best held over one day, with some preparation and a follow up meeting to lock down plans. However accelerated half days can also be very successful.

• Aims/objectives
  
  
• Define terms of reference
  • Status of business (what's going well / what needs work)
  • Progress on current strategy/plan, including key issues
  • Sales per formance (what's moving/what's not)
  • Client portfolio(what's your exposure and potential)
    
    
• Identify opportunities
  • Revenue potential (ARCAN)
  • Productivity improvement (ABC methodology)
    
    

• Identify capabilities required (current, required, gap fill)
  
  

• Define priorities
  • Remainder of year
  • Next period
    
    

• Agree next steps