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?