We offer strategic planning sessions to cover every aspect of a successful business. If you don’t see your area of interest listed, just ask.

Strategic Planning Sessions

 

Mission

  • Does the company have a clearly defined mission?

  • Is the mission realistic for today?

  • Will the company's mission provide a compass for years to come?

Product Development

  • Briefly describe the product/ service.

  • Does this description make sense (e.g. can it be briefly described?)

  • Is it built?

Product/Market Fit

  • Is there a clear value proposition?

  • What issues do you solve for your customer?

  • Are you 10 times better than the current solution?

 

Market Sizing

  • What is the TAM (tangible addressable market)?

  • What is the beachhead market?

  • Who are the competitors in this market?

Business Narrative

  • Do you have a compelling narrative?

  • Is your work building a brand?

  • What does your brand say about the company?

Initial Customer

  • Do you have any revenue?

  • Who is or who will be your first customer?

  • Do you still have you first customer?

Buyer’s Journey

  • How will the customer find the product/service?

  • Are their intermediaries?

  • Is the company an intermediary?

Sales Growth

  • How will you talk to your customers?

  • Can you hack your growth?

  • What methods, specifically, are you going to use to market to your customers?

Operations

  • How many employees will it take to operate the business at scale and/or the next level of business?

  • What processes are in place?

  • What processes need to be built?

 

Industry Ecosystem

  • Who are your suppliers?

  • Who are your competitors?

  • Why is your company unique?

Founding Team

  • Who are they?

  • What have they done?

  • What C-level hire will be needed first?

Employees & Headcount

  • Who is the next hire?

  • Who are the next five hires?

  • How far can you get with consultants?

Professionals & Advisory Board

  • Who is the lawyer?

  • Who is the accountant?

  • Who maintains the books?

Culture & Values

  • What does the company value?

  • What does the founder want to get out of this?

  • What role does money play in motivation?

Revenue Forecasting

  • How much revenue will you have in one year?

  • What degree of accuracy do the financial revenue projections have?

  • What happens if revenue does not materialize?

 

Unit Economics

  • How profitable is the business?

  • What are the fixed costs?

  • What are the variable costs?

Metrics

  • What is the 12-month budget?

  • Besides revenue, how do you measure success?

  • What are three things the founder should be looking for?

Financing

  • How much capital/cash do you currently have?

  • Are you profitable?

  • If not, when do you run out of cash?

 

Blindspots

  • What assumptions is the business being built on?

  • How have those assumptions being told?

  • Is the founder open to feedback?