Get our Free Newsletter
for Rent | Executive
Coaching | Financial
Business Plan Development | Strategic
Successful Engagements | Testimonials
want long-range planning to be productive, and you want everyone to
contribute - how do you make that happen?
does your company plan for the long-term? If the answer is by reacting
to todays market conditions, you are behind the power curve of your
business, and thats more dangerous today than ever before.
you want to plan ahead, and have all your key managers involved and
committed to the process, but you dont know how to do that?
do you guide the planning process to a productive and useful conclusion, get
your views reflected while encouraging differing views, without doing it
most successful long-range plans start with a clear vision of what the
company wants to achieve. It then evolves into strategy and long-term
goals, and finally to short-term goals and concrete action steps for which
people are accountable. Thats how plans become reality, and thats
how corporate dreams come true.
help CEOs and business owners organize meetings for the express purpose of
formulating well thought out long-range plans. Using many years of
experience in business operations and planning, we will help your
management team think through the issues that affect your success before,
during and after the meeting. We help them evolve ideas and dreams into
concrete action that can be measured, monitored and rewarded. Most
importantly, todays actions need to be directly related to tomorrows
goals and dreams if anything of value is to be achieved. Our services
preparation of the agenda, key issues and priorities, using interviews
with you and questionnaires completed by key managers.
of an off-site meeting in which these issues are discussed in the
context of your companys vision/mission, without the daily
interruptions of the office.
the discussion agenda throughout the meeting, so that everyone has a
chance to be heard, no one feels intimidated, and no one dominates the
discussion. At the same time, our experience will help surface issues
that might be under-appreciated by the group.
summarization of all the key issues, findings and action items that
come out of the meeting, for the company to use in developing and
implementing short-term plans and programs.
months following the meeting, a review visit to assess how well the company
has converted its long-range thinking into action, with appropriate
recommendations where we feel specific changes might be helpful.
Long Term Assistance with your Long Range Planning
Many clients begin the long range financial planning process with a practical knowledge of their business but no formal training in finance. Some clients look for ongoing assistance with follow through on planning and on financial issues in general. These clients
often just need a financial mentor to help them fine tune their business finances. That is why Gene created the Executive Finance Coach concept, a confidential unbiased voice of experience available for clarification and direction on tricky financial issues and especially in times of crisis.
Please peruse our executive financial
coaching pages on this site and our dedicated Executive Finance Coach site for more information about this uniquely valuable service.
This coaching program is designed to provide maximum benefits for both the short and long term, all in a time-efficient format. By combining education and consulting, by blending your specific learning needs with a broad learning outline based on Gene’s book, this program allows you to focus on immediate issues while mastering the financial concepts which will most effectively drive your future financial decisions.