Annual Business Planning - Velocite

Annual Business Planning

Incorporating your personal objectives, and long-term business strategy as the foundational building blocks – we will work with you to set your goals for the coming 12 months and to ensure each goal is clearly defined and measurable. Action plans supporting each goal will be developed including assignment of responsibility, and deadlines for ticking off milestones throughout the year. Annual Business Planning has proven to not only be useful in accomplishing personal and business objectives, but also in bringing your team and other key stakeholders (e.g. your bank) on the journey with you – uniting your business in working towards common objectives and ensuring you are all pushing in the same direction.

How we work

Our services are delivered in structured packages designed to provide the best outcomes for your business. We start with an intensive 3-month to 6-month planning phase (depending on the size and complexity of your business), creating a strong foundation for your business’s future direction and helping you focus on your key objectives. Following this initial phase, we can provide ongoing support as needed to ensure successful execution of your business plan, creating accountability to keep you focused.

At a minimum, our Planning package will include Strategic Planning, Annual Business Planning, a Budget and one Accountability Meeting over a 12-month period. The delivery of our services typically involve a mixture of in-person* meetings, emails, phone and online calls. 

*Online meetings can be utilised if better suited to your needs particularly if you are based outside of the Taranaki Region

Financial and Time Commitments

Our Annual Business Planning packages start from $7,000 + GST and require a minimum commitment of two Planning Workshops and one Accountability Meeting over a 12-month period.

For more information, please get in touch or read up on our related resources below.

A Discovery Workshop is a free, no-obligation brainstorming session. It’s a chance for you to come in and talk about your business goals and challenges and together, we’ll work up some practical ideas around your next move.

Related Resources

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