Strategic Planning Process

The Robertson’s Strategic Planning Process delivers you a strategic plan that will guide your current and future business decisions, keeping you focused on what you need to do to succeed. Read more below, or download our Planning Process flyer.

The process takes only a few hours of your time, for years worth of detailed planning. At the planning day, you have the opportunity to discuss your personal and business goals with an independent business specialist – someone who knows you, and someone who knows how successful businesses operate.

We listen, discuss and debate, and then within two weeks Robertson’s develops a strategic plan that includes: your overarching vision, your specific goals and objectives, and an action plan to achieve your objectives within achievable timelines.

You can choose a half or full strategic planning day, which typically covers the following topic areas:

Review of your personal goals
Clarification of your business vision
Review of your business goals
Identification of profit improvement potential
Analysis and Brainstorm Session, looking at: Management issues, team members, products and services, customers, competitors, suppliers, financial systems, opportunities and threats, and anything else that may come up.
Other items (premises, technology, etc)
Determine areas for early yardage
Develop action list and prioritise actions and agree on plan moving forward

“Converting a business vision into a set of realistic goals is perhaps the most difficult and time-consuming aspect of the planning process, and more often than not, despite its importance, it is the job that does not get done on its own.”

Gilbert Robertson DIRECTOR
ROBERTSON CHARTERED ACCOUNTANTS