Strategic planning and assessment

Seek to understand and then move forward…

Webinar

Who knows your customers best?

PS touches your customer 20 to 40 times more than sales does.

Our agenda for today

Strategic planning and assessmentIt’s not as scary as you think

Taking the next stepTo achieve your revenue goals

Let’s talkAbout your challenges

Creating a value-based PS orgMethodologies and processes for success

Guest speakerKeith Carlson, Founder CEO, Growth Stage

• Drives companies to profitable growth through proven Professional Services process and philosophy

• Empowers clients to create sustainable revenue streams

• Thoughtfully guides tactically-focused PS organizations to become a powerful and strategic force-multipliers in their companies

Creating a value-based PS orgYes, Virginia, there is a…

Strategy

People

Process

Technology

4 key building blocks

So how do you build on thesekey principles?

• Aligned to company goals

• Focus on measurable metrics

• Provides a sustainable path for success

Process that empowers growth

• Goals, objectives, strategic, tactics (GOALPost)

• Business model• Organization

design

PS Strategy

Strategic planning and assessmentIt’s not as scary as you think

1

High-level discoveryDiscover and begin to diagnose challenges/opportunities within your organization.

In GoalPOST, this is current Position

2

Discovery workshopFacilitated onsite workshop with the team to uncover goals, objectives, and strategies

In GoalPOST, this is Goals, Objectives, and Strategies

3

Strategic Action PlanWork closely with your team to develop real-world action plans tailored for your business.

In GoalPOST, this is Tactics

GoalPOST

Questions / Discussion

info@growthstage.netwww.growthstage.net