I know from experience that successful company directors and self-employed business people have trouble finding someone they can talk with openly, at a knowledgeable level, about their business aspirations.
Several years ago, due to requests from a number of my clients, I set up a strategic planning service whereby I meet with my clients on an individual basis for a one-on-one planning session, once a month, to work through their business strategies. By working together we are able to problem solve and take appropriate remedial action to “get things done”.
Our monthly meeting usually lasts about two hours, after which time, I continue to work with my clients on developing ideas for business growth, via Skype, email and telephone.
My service includes;
- A meeting agenda to make sure we stick to task.
- Tracking new tasks during the month to ensure that effective action is taken.
- Refocusing business goals within a changing economic climate.
- Updating the business plan to keep us on track, or developing a new one over time.
- Correspondence with each client during the month by Skype, telephone or email.
I limit the number of clients I work with in order to maintain my ability to deliver high levels of service quality.
I am looking for one additional client to fill the vacancy created by one of my long-standing clients who successfully sold his business recently, as we had planned.
My current clients come from a range of industries such as Engineering, Construction, Transport and Plumbing.
Here’s what a couple of them have to say;
“Dean offers a monthly mentoring and strategic planning service and it's perfect for us; updating systems, keeping up with costing and profitability targets, adjusting to a changing market environment and maintaining efficient employee practices. It adds value to our business”.
“Through our monthly meetings with Dean, encouraging us to think more strategically, we have been able to grow our Net Profit as a percentage of Sales and reduce Costs. We have managed to avoid some major traps by turning down jobs that might yield low profitability and at the same time use up a lot of resources”.
Email me on Dean@DaltonPlan.co.nz or contact me on 021 27 17 043 for a no obligation interview if you would like to work on effective strategic planning to develop your business and achieve your goals.
By Dean Dalton DBA
Director, DaltonPlan® Business Action Planning Limited