Phase 1 – Initial Analysis
Set a realistic vision for the future
We use our Baseline Analysis Process™ to gain initial insight into your business and its structure. We review your current business goals, documents, plans, mission statements and financial information to get a 360-degree view of your business that will influence future planning.
Phase 2 – Stakeholder Input
See operations from the frontline
In our Frontline Audit™, we interview key business members and employees to get their insights into the operation of the business. We also interview your primary professional advisors (usually, your accountant, attorney, insurance agent, lender and financial planner), so their historical perspective is included.
Phase 3 – Custom-Crafted Strategy
Leverage your capabilities
Based on the information we receive and review from Phases 1 & 2 of the program, we use our Bypass Mindset Formula™ to evaluate the capabilities of your stakeholders and business and formulate recommendations and suggestions custom-crafted for your business.
If everyone is in agreement, we proceed to Phase 5 of the program – Managed Implementation. If not, we proceed to Phase 4 to facilitate any additional commitments and agreements that may be necessary.
Phase 4 – Resolve Obstacles
Tailored revisions
If there are any obstacles or disagreements relating to strategies, we reformulate recommendations and facilitate tough decisions.
Phase 5 – Managed Implementation
Succeed with milestones
We outline and set milestones and accountability structures using our Strategic Milestone Tracker™ so recommendations can be monitored and implemented. We evaluate what resources and people will be necessary to implement the strategies, decide on the completion dates for key milestones and determine how success will be measured.
If necessary, we will continue to work with you to deal with any implementation issues and adjust recommendations.