Strategic Marketing Services: Business Plan Reviews & Diagnostics

The Diagnostic

Business plans can be likened to your children’s refrigerator art: you can become emotional attached to the result. But your business plan requires objectivity and candor, because it is the game plan you use to enter the market, attract customers and fend off competition. Unlike guests viewing the “gallery” in your kitchen, your customers and competition do not care about your business plan… no matter how good you think it is!

However it should matter to you, so it needs to be believable! And that’s where we come in.

We’ve developed an evaluation tool called “the Diagnostic,” an objective and thoroughly candid review of your business plan. Its purpose is to provide critical feedback, counsel and recommendations to clients about the viability of their business plan, input often not garnered from internal resources.

Components of the Diagnostic:

• Review of the current strategic plan of business.
• Re-cast a situation analysis of internal and external factors:
• Reviews of market segmentation: a product, customer, pricing.
• Reviews of the competition: discern strategic intent and comparative advantage.
• Reviews of distribution networks and selling channels.
• Marketing reviews: product/service portfolio positioning and promotional activity.
• Organizational overview: strengths, weaknesses and best practices.
• Conduct “tests of reasonableness” regarding business plan assumptions.

Deliverables:

• Provide feedback on critical issues facing the business.
• Identify developmental needs to compete effectively.
• Indentify voids in functional areas relative to strategic intent.
• Assess “must do” actions to support company initiatives.
• Counsel and recommendations on integrating functional best practices.

Client Requirements:

• Access to company planning documents.
• Access to critical staff for management interviews.
• Complete candor, confidentiality, and cooperation.

Give us a call at (937) 667-0252 or write us with the contact form.