Planning
BUSINESS FORECAST & PLANNING
A clear direction 1-3 yrs — revenue targets, growth priorities, what the company will focus on (and what it will NOT).
BUDGETING
A BUDGET that works as a growth tool, not as a cost line.
COST-PROFIT OPTIMISATION
From turnover obsession to profitable growth.
1. Market status (PESTLE) & Company capacity to play (SWOT).
2. Growth scenarios – business lines, investment & resources needed, risks.
3. Key growth initiatives – big projects/ business moves.
4. Scenario detail planning – Assumptions, Volumes, Turnover, OPEX Expenses – strategic vs emotional, CAPEX Investments needed.
5. Budget of Expenses OPEX – allocation, templates, Annual & Quarterly plan, return on investment.
6. CAPEX investment – list, priority, risks, return on investment.
7. Profit visibility – key customers, key products bringing profit; leaking margins; what to scale & what to stop.
