Business Transformation - 12 Month Program
12 MONTH PROGRAM - MONTHLY SESSIONS
This program is about business *transformation*. The path to a long-term, sustainable, profitable, and healthy business.
You've been in business for at least four years and you likely have at least a small team. Your turnover is above $500K and you (probably) have your sights set on getting to $2M or more in the next few years. You're aiming for business transformation - a business that is more profitable and strategic. One that lives up to the expectations you set when you started your business. You want to work ON your business, with your own CFO, for a sustained period. The next twelve months are about understanding your business, creating a vision for its future and the plan to match, and then executing that plan. You'll do that with me by your side, teaching you what I know about business strategy and finances, and applying that to your own business. I'm excited :)
Month 1: Business Deep Dive (3 hours) - We kick off with a three-hour session where we explore your business strategy, positioning, customer segments, and more. You'll receive the notes from our session as well as your own Business Model Canvas, Value Proposition Canvas, and a diagnostic report with plenty of actionable steps to take in your business. This session is about assessing and transforming how your business fits together.
Month 2: Financial Health Check (2 hours) - We go deep into your numbers. Before we meet, I analyse the financial health of your business from your last four years and prepare a Financial Health Check for you. Then we get together to talk about it in-depth and marinate on where your business sits right now.
Month 3: Three Year Financial Forecast (2 hours) - Next we imagine the next three years of your business financials. Before we meet I'll set up your own Financial Forecast. Then we get together to envision and plan your income, costs, profit, and cash flows for those three years. This becomes your financial decision-making tool, as well as a set of goals to aim for. This is deep, powerful work.
Months 4 - 11: Monthly CFO Sessions (2 hours) - Before we meet I'll create a report that highlights how your business is tracking against its financial and non-financial targets. We'll meet for two hours each month to monitor and discuss your financial results and how you're implementing your business strategy. You'll know what's happening with your numbers and be able to make tweaks as you go to get the results you're aiming for.
Month 12: Annual (Re) Forecast - It's time to re-forecast out for an extra year. We'll review and update your financial forecast so you're able to look three years into the future. We'll spend some time reflecting on the last twelve months, and then tighten up your plans to take you into the next twelve.
Month 13: We'll review how we're working together you can decide how much support you'd like from me going forward.