CONSULTING SERVICES

 

PRIVATELY-HELD BUSINESSES & FUNDED STARTUPS

 

The Growth Management River Trip℠

A simple, five-step, easy-to-follow visual strategic planning system.

Covid-19: Before the pandemic, we had already shortened the time horizon for our strategic planning model to reflect today's fast pace of business and competition. We've shortened it again, to address the pandemic-driven imperatives which most businesses face for developing new business models and restarting a robust flow of revenue.

Using a fun river-rafting metaphor, with all your key players gathered together (in person or virtual) and with your critical issues on the table, you’ll work as a team over Zoom to develop or update a growth plan for your business. It will be strategically solid, even if you’ve never stopped to do a strategic plan before. It will reflect your customers’ post-pandemic needs and purchase motivations, your current operational priorities for the next month, the next year or so and your best opportunities to get revenue flowing.


Your plan will be concrete, action-oriented, and signed off by every member of the management team.  And it will get implemented, quickly.

  • The River Trip℠ is easily customized for a product or service business, for your competitive environment, geographic scope of operations and distribution channels.

  • The Growth Management Plan which you develop will have the forward-looking scope of a strategic plan, along with near-term objectives which lead directly into operating plans and budgets.

Representatives of (or all of) the senior management team typically serve as a Core Planning Team. You might add a few others who bring timely perspectives from their knowledge of customers and business operations.  Seven members is the ideal size. Twelve is an absolute maximum. By partnering with one Core Planning Team member who serves as a process coordinator, we can offer cost-effective planning leadership at a particularly good value.

                                 Consensus on strategy  •  Implementation on time

 

NOT-FOR-PROFIT ORGANIZATIONS

 

The Growth Management River Trip℠

A simple, five-step, easy-to-follow visual strategic planning system.

It’s cost-effective, stakeholder-centered strategic planning at its best, perfect for today’s uncertain, funding-starved, competitive not-for-profit environment.

Using a fun river-rafting metaphor, with your Board members and senior staff gathered together and with your critical issues on the table, you’ll work as a team to develop or update a strategic plan for your organization.  It will be strategically solid, even if you’ve never stopped to do a strategic plan before. It will reflect your grantors’ and donors’ priorities and your stakeholders’ needs, within the scope of your current operational capabilities.


Your plan will be realistic, action-oriented, and signed off by every member of the planning team.  And it will get implemented.

  • The River Trip is easily customized for charitable or service not-for-profits, for your funding sources, geographic scope of operations and partner organizations.

  • The Growth Management Plan which you develop will have the forward-looking scope of a strategic plan, along with more near-term objectives which flow directly into staff and volunteer fundraising, operating plans and budgets.


The Core Planning Team in a not-for-profit is typically composed of Board members and senior staff. Our clients usually schedule the planning on two or three Saturdays, to accommodate the busy schedules of  volunteer Board members. The Growth Management River Trip℠ materials have already been customized for relevance to the not-for-profit world of fundraising, volunteer management and stakeholders who receive services.


                              Consensus on strategy  •  Implementation on time