The strategy makes good companies great.

We offer strategic planning on a range of topics to best position your company for success. Each strategic planning session lasts approximately 2 hours, and you will receive a summary report with action items within 3 business days after your strategic planning session concludes. Each strategic planning session covers one of the listed topics.

 
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Company Mission

  • Do you have a clearly defined mission?

  • Is the mission realistic for today?

  • Will this mission provide a compass for years to come?

  • Does the mission answer the “why” for founders and employees?

  • Is there an explicit ESG/ Socap Mission? If so, will it help or distract from the company?

 
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Product Development

  • Can you briefly describe the product/ service?

  • Does this description make sense?

  • Does this description make sense to customers?

  • Is it built?

  • How many resources does it take to build it?

 
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Product/Market Fit

  • Is there a clear value proposition?

  • Is this communicated to all parties?

  • What issues do you solve for your customer?

  • What will your customers say about you?

  • Is your solution better than the existing options?

 
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Revenue Forecasting

  • How much revenue will you have in one year?

  • Two years? Three years? Five years?

  • How much will be subscription-based revenue?

  • How much will be one-time purchases?

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

  • What happens if revenue does not materialize?

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Business Narrative

  • Do you have a clear narrative around your business?

  • Is that narrative compelling?

  • Can you communicate that narrative to customers in a clear, concise manner?

  • Is the narrative inspiring? Could the narrative be made more compelling?

  • Is your work building a brand?

 
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Market Sizing

  • What is the TAM (tangible addressable market)?

  • What is the beachhead market?

  • Who are the competitors in this market?

  • Are you the natural owner of the market?

  • Is the market growing?

 
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Initial Customers

  • What will it take to get a first customer?

  • Do you still have your first customer?

  • Are they providing good feedback?

  • Do you have prospects?

  • What is a realistic timeline to close a sale?

 
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Financing

  • How much capital/cash do you currently have?

  • Are you profitable?

  • If you’re not profitable, when will you run out of cash?

  • Where will more money come from?

  • How far will that money get you?

  • Is it time to solicit venture capital?

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Don’t See What You’re Looking For?

A complete list of our strategic planning sessions can be found here.

If you don’t see a strategic planning session listed that fits your particular needs, contact us to arrange something tailored specifically to your goals and concerns.