GROW YOUR BUSINESS WITH D.A.R.T
Determine your goals and set budget
- We hold discovery meetings with you to ascertain your goals, what’s important to you, what’s your vision for the business and you personally
- We then put a three-way forecasting plan in place showing where you want to go and how you’ll get there
- The three-way forecasting plan details a P&L, Cashflow and Balance Sheet (or net worth) to provide a more robust, insightful and reliable data
Assess current performance against your plan
- Assess the state of play in the context of our plan: where are we at, what are the opportunities and threats, and what do we need to do to succeed?
- Conduct trend analysis to identify issues and opportunities
- Apply the most appropriate benchmarks for your business, industry and objectives
- Review benchmarks annually to ensure they are appropriate
Review progress with regular meetings and hold you accountable
- Establish regular review meetings
- Review performance vs forecast using benchmark and trend analysis incorporating real-time P&L and Balance Sheet data
- Set targets and budget parameters for next period
- Determine actions and set accountabilities
Tweak the plan to ensure its meeting your goals
- Adjusting the plan may be necessary if substantial issues arise in the business which makes the original plan unrealistic
- If this is required, then the three-way forecast, benchmarks and KPI’s will be revised
- An opportunity to revise any aspect of the plan
INTERESTED IN GROWTH?
It starts with coffee
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