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

 

PUBLICLY-HELD CORPORATIONS

 

The Growth Management River Trip℠

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

A Customer-Centered Front End  to the Strategic Budgeting Process

Publicly-held corporations necessarily have well-tuned, financially-driven planning processes, to forecast and manage the the flow of funds from customers, investors and lenders.  Yet the financial focus often obscures emerging customer needs or it can leave growth opportunities unfunded. Management teams of operating divisions are often caught in the middle, between investing in customer opportunities and profit mandates.


When we support those management teams who own the customer relationships, a Growth Management River Trip℠ becomes the front end for financial planning. It brings focus onto the most pressing customer needs or the most promising growth opportunities, then develops a sequence for funding required to bring new capabilities into the marketplace.


For multi-division corporations, we can support internal training and organizational development professionals who want to lead their teams on a Growth Management River Trip℠ by customizing our training workshop for their industry and geographic scope of operations and by licensing our planning materials for broader use throughout the business.

                                   Consensus on strategy  •  Implementation on time

 

STRATEGIC PLANNING SUPPORT

 

Supporting your leadership

During a Growth Management River Trip℠

Support for Your Success - Relevant, Accessible Experience


Our team’s strategic planning experience spans 40+ industries, in 15 countries. We’ve worked in most sectors of the economy, supporting hundreds of management teams to develop and implement plans for growing their business or not-for-profit organization. We make this experience available to support your strategic planning and implementation success.


The best timing for our process input is immediately following the DESCRIBE meeting when you identify Crossroads Issues. This allows us to recommend more a more customized approach for the remaining four planning phases, specifically to address those selected issues.


If you’re leading a Growth Management River Trip℠ as a business owner or senior manager, you can subscribe on our SHOP tab to schedule a time for discussing your process in the context of the business issues. The same service is available as the strategic planning progresses into the INTEGRATE (implementation) phase.


If you’re a consultant, we are available for a confidential second opinion via our SLACK channel and other avenues which are detailed in our mutual licensing and certification agreement.

Support Pricing

                               Consensus on strategy  •  Implementation on time