BUSINESS ANALYSIS & STRATEGIC PLANNING
Business Analysis
Before a strategic plan can be created, a company must have a Business Analysis. A Business Analysis is a
qualitative, quantitative, and fully objective,  analysis that evaluates the primary areas of any business:
  • Company positioning goals
  • The organization and its function, policies & procedures, management philosophy
  • Flow of documents and procedures
  • Financial records, statements, balance sheets and reports
  • Employee Relations: Sentiment, incentives, job descriptions and productivity rates  
  • Waste, theft, fraud, and overhead controls
  • Pricing, estimating, marketing and sales
  • Purchasing, material cost, and labor cost
  • The production process including layout, receiving, shipping and warehousing
  • Product quality, customer service and satisfaction
  • Credit policies, collection procedures, administration, and office management

A review of the company will traditionally take one to two days depending upon the size of the company and
the scope of the analysis being performed. The analysis process consist of:
  • Owner Interview
  • Operations Observation
  • Financial Statement Analysis (Profit & Loss + Balance Sheet)
  • Confidential Employee Interviews

The analytical process will not interfere with the daily operation of managing the business. Observation of the
business during the normal course of a business day is, however, an integral part of the survey analysis.

Strategic Planning
Upon completion of the Business Analysis, a detailed “Goal Based” Strategic Plan will be created to assist our
clients in defining their company identity.
  • Company Mission: Where an organization is going over the next year or more
  • Action Plan To Reach Goals
  • How it'll know if it got there or not

We will assist our clients in not only developing this plan, but also implementing it.
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