For Organisations:
Business Planning for growing businesses and not-for-profit organisations
If you are heading out on a journey it helps to have a map. The business plan is that map, uniquely crafted to suit your business’s position and circumstances. You can identify where you are now, identify where you are trying to get to and plot the way that you are going to get there. The process of developing the plan will help you gain clarity as to what business you are in, as well as building your understanding of its financial dynamics.
This foundation is important as the one thing you know for sure is that life will not turn out as you have planned it. This means that your management team will need to be engaged so that they can learn and adapt their approach. Business planning should be an ongoing process not a one-off activity. It is like a muscle that, once developed, speeds and strengthens the capability of the business or organisation to learn and move forward.
Bellevue’s planning process delivers both the macro business plan and the key tools to ensure ongoing learning and development.
Facilitation and Training: the goal is not just to create one business plan but to leave you with a process that will remain a valuable cornerstone of your business.
Through a series of workshops, Bellevue can teach you and your management team how to make a plan and create an effective ongoing planning process. We will challenge and support you.
Financial Modelling: A core part of every business plan are the financial calculations. A financial model combines historic figures with forecasts for the years ahead. An effective model requires analysis that shows the relationships between income and costs, profits and cashflows.
If you’re looking to raise funds a financial model will be an essential tool for your potential funders to examine.
Bellevue can help you create a robust, financial model and put in place processes and resources for the its ongoing update. It will become a vital part of your management reporting suite.
Activities: the development of your business planning process will combine what is required from the following ingredients:
Review of existing material to understand where you are now
Clarification of purpose, vision and objectives so that you can establish where you are trying to get to
Refining strategy to map out how you are going to get there
Review of marketing, sales, operational and financial information
Listening to your team, your customers and your suppliers
Facilitating workshops with your management team
Determination of financial drivers & KPI’s
Financial modelling
Project management of planning objectives, activities and resources
Writing up business plan document
Creation of ongoing planning process
Training and engagement of your team