Business Planning

The Importance and the Challenges of Business Planning

Business planning is an all encompassing process involving people and change, research and data, goal setting and of course, number crunching. We get the challenges faced by business owners, and we help you plan your way around them.

Uncertainty & Rapid Change

The business landscape is ever-changing and predicting future market conditions is hard. We'll help you anticipate and adapt by navigating advancements in technology, marcro-economic movements and changing customer needs.

Data & Market Research

To successfully plan your business's future you need real-time data you can trust and eyes on the competition. We can advise on the right systems and business intelligence tools required to source (and make sense of) data. And we help you implement them.

Growth Targets & Forecasts

Striking a balance between overly optimistic goals and achievable targets is one of the toughest parts of business planning. With smart financial forecasts and a thorough understanding of your industry and market dynamics, we can help you achieve rapid growth.

People, Priorities & Resources

Business planning is one thing, implementing it successfully requires a balancing act between human resources, capital constraints and time management. We help you define your priorities and make sure you stay on track with regular touchpoints between planning sessions.

BlueRock's Business Planning Process

We start by getting to know your business and what stage you're at. Then we focus your business plan on getting set up, achieving growth or planning your exit strategy. Once we're ready to kick off, here's what to expect.

Preparation

We know the right questions to ask and we leverage technology to ensure we have the data and knowledge about your business to conduct effective business planning. We'll ask you to fill out forms to gather inputs prior to the session.
Planning Session

The start of a calendar or financial year is a great time to conduct business planning as it sets the scene for the next 12 months. We can host you at our amazing office, or set things up online, and dedicate a full day to workshop your business plan.
Delivery

We aim to deliver you an Action Plan within 24-48 hours of the business planning session so you can get started implementing your strategy. You'll also receive a comprehensive business plan document with any relevant reports or forecasts included.
Implement and Re-visit

We can help you implement every element of your business plan. Explore our Monthly Meetings service or ask us about implement smart digital tools to keep you on track to achieve your goals.