The Planning Suite

Made up of eight client engagement products, The Planning Suite enables you to offer a full range of planning help to clients as part of an ongoing Success Process and generate all manner of additional advisory work.

Find the Gap

Is a simple discovery tool which enables you to consider client opportunities in your office before taking your proactive ideas to present to the client in an engaging and visually impressive way. Clients will be impressed and identifying their success gaps will provide you with agreement to next steps fee producing work.

Many licensees offer Find the Gap for free and it is unlikely to take any more than 45 minutes to an hour to complete both modules.

The Corporate Energizer

This is a high level review of where a company is and what the key management team want and need for the future to achieve greater success. It uses facilitation principles in a 1 to 2 hour session with clients or prospects. The product offers you the opportunity to gain a simple ‘yes' to the next steps and additional revenue producing work.

The Business Energizer

This is a high level needs and wants establishment product for owner managed businesses. It uses facilitation principles in a 1 to 2 hour session with clients or prospects. The product offers you the opportunity to gain a simple ‘yes' to the next steps and additional revenue producing work.

The Strategic Planning Toolkit (SPT)

Facilitates structured strategic planning sessions with your clients. At the end of a session, you are able to provide a plan, in the form of a high-quality document. Clients love The Strategic Planning Toolkit, because it offers them the opportunity to focus on their personal and business objectives, away from the ‘heat of battle'. Invariably, they like to keep you involved, which means all manner of spin-off work as you help them put their plans into action.

The Strategic Planning Toolkit Forward Plus

Enables you to run successful follow-up fresh sessions with existing SPT clients, to maintain focus and momentum. This product helps you refine the rolling five-year plan, in light of influencing factors that could not be anticipated at the outset.

The Strategic Planning Toolkit for New Businesses

Using the same principles as the SPT, The Strategic Planning Toolkit for New Businesses enables you to help prospective owner-managers plan for the business they really want. This is a particularly useful tool for attracting high-quality startups, so valuable to you.

The Succession and Reward Toolkit

Enables you to facilitate a planning session with clients to focus upon succession and exit issues, maximising the rewards to the owners and building the value of the business. In today's world this is a hot topic for business owners and at the end of the session you are able to provide a plan for increased rewards.

The Success Process

A coaching product that helps keep clients on track with all their plans, maintain momentum and generate new actions in the short and medium term. The Success Process helps the client maintain progress and refine and refresh their plans.