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7 Forces Business Strategy™


This program is not for the faint-hearted but for those who really want to ensure the future of their company. Utilizing the approaches used by the Fortune 100 companies, which are then scaled down to your business, we will explore what it takes to significantly increase not only your revenue but also your profit. We will look at global trends and the 7 Forces of Business Strategy™ to develop a roadmap for your products and services. The MegaValue Builder program is also included. Aside from that, you can add Cascade to track your progress in attaining your objectives and implementing your action plans for an additional $50 per month, per user.

12-Month Strategic Planning Program

We have designed this program to lead you and your company through all the essentials of both a long-term, strategic plan and a short-term GAME (Grow and Make Earnings) plan with annual budgets. The monthly focus is typical of what is done in larger organizations that have been in existence for decades, even hundreds of years. It’s a proven approach that can be scaled to a small business to help increase profits, decrease costs, and adapt to the constant changes in the industry you are in. It can start in any month of the year and can be rearranged to fit your fiscal year needs.

Month 1: Competition

  • Review list of competitors.
  • What actions have they taken in the last year?
  • What do you expect them to do?
  • If you were them, what would you do?
  • Review one to three-page summaries of each competitor.

Month 2: Sales/Marketing

  • Review the message for your marketing.
  • Establish a year-long marketing action list.
  • Review sales successes and losses.
  • Establish sales plan and training.
  • Review accounts receivable.

Month 3: Government Plus

  • File taxes for the prior year.
  • Submit quarterly payroll.
  • Review government requirements/plans.
  • Review market constraints and memberships.

Month 4: People

  • Review performance and expectations.
  • Update position descriptions.
  • Discuss succession issues.
  • Review organization.
  • Plan training.

Month 5: Supply Chain

  • Categorize suppliers as services, supplies, information, and parts.
  • Review key relationships and contracts.
  • Discuss what is happening with the suppliers.
  • Review accounts payable.

Month 6: Processes

  • Submit quarterly payroll.
  • Review key process documents.
  • Establish plans for continuous improvement.

Month 7: Technology/Capital

  • How is technology affecting your business directly?
  • How is technology affecting your suppliers?
  • How is technology affecting your customers?
  • Create a three-year investment plan for capital purchases.

Month 8: Products/Services

  • What is selling? What is not?
  • Review plans for new products/services.
  • Review product/service costs.

Month 9: Disruptions

  • Submit quarterly payroll.
  • What disrupted the business in the last year?
  • How did you respond?
  • How can you prevent it in the future?
  • What might happen this year?
  • How can you detect potential challenges early on?
  • How will you respond?

Month 10: Strategy

  • Vision/mission/values
  • Exit strategy
  • Three to five-year strategy and goals
  • Key actions needed to be implemented
  • Key performance indicators

Month 11: Client Choice

  • The client determines the agenda.

Month 12: Budgets/Goals

    • Submit quarterly payroll.
    • Review current year results.
    • Decide final payroll, draws, and 401(k) contributions.
    • Set a budget for the following year.
    • Establish goals for the following year.

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