Organize-Plan-Grow Level 3

🧾 Dr. Paul’s Organize-Plan-Grow Strategy™

Level 3 - Organize-Plan-Grow

The Level 3 part of our Organize-Plan-Grow Strategy is the growth part.  At this level, we bring it all together for growth.

What's Included:

• In-Person, on-site Consulting (8 hours)
  • Review plans
  • Align plans with real world operations
• Observation and Recommendations Report (2-4 pages)
  • Areas for growth
  • Areas of concern

 

• Business Plan (8-10 pages)
  • Executive Summary
  • Company Description
  • Key Performance Indicators
  • SWOT Analysis
  • Industry Research
  • Organizational Chart
  • Job descriptions

• Marketing Plan (2-3 pages)
  • Executive Summary
  • Market Research
    • Industry overview
    • Target market
  • Unique Selling Proposition
  • Marketing Mix
    • Product
    • Price
    • Place
    • Promotion
  • Digital Marketing Plan

• Operating Plan (8-10 pages)
  • Executive Summary
  • Business Summary
  • Organizational chart
  • Description of departments
  • Leadership team
  • Job descriptions
  • Key operational processes
  • Operational risks

 

• Strategic Plan (3-4 pages)
  • 5 year objectives and vision
  • 1 year objectives
  • 1 month objectives
  • Daily Plan of Action (POA)

 

• Customizable Financial Model
  • Profit and Loss (12-months)
  • Income statement (5 years)
  • Balance sheet (5 years)
  • Break-even analysis