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Could Your Company Benefit From Implementing a Results-Based System?
Whether you are a small business owner, a CEO leading in a large complex organization, or part of the executive team, The One Page Business Plan® and our Ideal Client Profile can assist you. They efficiently and effectively help get your business plan on one page in a quick and stress-free way.
Your One Page Business Plan is a proven business tool that uniquely links FIVE important business concepts: business planning, marketing, strategy, accountability and execution. It's SIMPLE and it works because:
Performance Management System
One of the most neglected aspects of a business plan is the failure to review the plan -- at least weekly. Reviews leads to action, change,and growth. Our management dashboard gives you a quick visual overview of how your plan lives up to real-world results.
Compare past performance with your target and actuals. Keep track of your action plans anywhere you (or your staff) have an Internet connection. It's all online for you to review.
Who Has It?
Over the years, I've helped many independent service providers create their plans. The One Page Business Plan process has been used by more than 50,000 companies -- of all sizes -- including:
"Love it!!! The One Page Business Plan is terrific - it's an out and out winner. Period. It's a powerful living document, the very nature of which has led us to important new insights in our company." -Tom Peters, author of In Search of Excellence
A Flexible System
The methodology can be used by home business owners, corporations, departments, divisions, and cross-functional teams to create:
Track the results of every key objective
Each Objective has a Scorecard. The system uniquely links plans and performance reporting in a very simple, yet highly effective manner. Just click on any objective and create a One Page Scorecard. The scorecard shows actuals, budget, forecast and last year actual, both graphically and quantitatively.
"As a banker, I love The One Page Business Plan. I know the potential business owner is serious, committed, and professional. This is truly a break-through in business planning!" Jerry Rickets, VP Scotts Valley Bank
Track the Status of a Critical Initiative or Project
Every Action Plan has a Progress Report that will never get lost in the mail! For each action plan, create and monitor its progress. As long as you're by a computer, you can review a plan or update it.
Total Accountability - Status of Every Plan at a Glance
Learn how each manager is executing their plan in a click of your mouse. Click on their name and display their plan, scorecard and progress report. This feature facilitates the quick assessment of monthly, quarterly and year-to-date results and progress.
"The One Page Business Plan is an easy-to-use process that helps you capture your vision and translate it into concrete results. Jim has truly streamlined a tiresome, complicated chore. With a return to simple values, simple truths, planning can be fun and creative. A little chicken soup for busy minds and tired souls!"
-Tim Clauss, co-author, Chicken Soup for the Soul at Work
Types of Business/Marketing Plans
We specialize in kick-ass business development and marketing consulting, coaching, and training for financial advisors and professionals