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‘Planning’ is a key cornerstone
- Especially for new ventures
LEAD Business Growth is a limited liability partnership firm registered in India.
September 2016
Key reasons why businesses fail
Strictly confidential 2
Perform a short research on the web and one comes across a plethora of reasons why businesses fail. Talk to some of the
existing business owners and startups that have crashed and burned within a short span of time after take-off and one gets
to know more reasons for business failures.
The big question is … ‘Are the newcomers learning from these mistakes?’
‘Planning’ is a key cornerstone, to stay on track
Strictly confidential 3
It is apparent that lack of planning is one of the major (and widely prevalent) causes why businesses stall. Merely an idea or a
vision or a plan ‘inside the head’ is not sufficient to reach a high altitude, when it comes to business growth. A brainstormed
and well articulated ‘Planning Document’, used for laser-guided behavior throughout the lifecycle of a business is, indeed, a
foundation block. A comprehensive ‘Planning Process’ can increase organization wide productivity by 300%.
People don’t bother to write a business plan because they think it’s too hard or unnecessary, unless
you’re looking for funding … successful ventures disregard such myths
Key benefits of a well articulated Planning Document:
 You won’t lose sight of strategy, despite daily routines and
interruptions
 Your ‘hunch’ and ‘educated guesses’ will be better, backed by
documented outcomes of analysis
 You will have specific and measurable business objectives to work
towards achieving
 Priorities will make more sense, as you would set the foundation for
them and revise, as the business evolves
 You would stay on track, because of defined milestones and
productivity boost by 300%
 The Planning Process will help you be ‘proactive’ and ‘not reactive’
about business.
Essential components of a Planning Document
Strictly confidential 4
A Strategic Plan enables transformation of a ‘vision’ to ‘reality’. It helps each person to be focused
towards achieving the larger goal of the enterprise.
While business plans differ from business to business, an effective Planning Document comprises of the following key
components:
Purpose
Mission (Big Hairy
Audacious Goals)
Annual Priorities
Quarterly Priorities
Weekly Goals
Daily Tasks
What is the reason for your business to exist? This is
normally aligned to your own purpose.
Planning Document – A snapshot
What is your 5/ 10 years’ mission? What are you trying to
achieve? A number of parameters are defined for the
mission.
Milestones to be achieved in the next 12 months, that
will help in achieving the mission. Here again, a number
of considerations are defined (ideally, 50 to 80).
Top priorities to be achieved in the next 3 months, in
order to achieve Annual Priorities (ideally, 15 to 20).
Top 5 goals to be achieved, this week, to complete some
of the quarterly priorities.
3 tasks to be done today, in order to achieve weekly
goals.
Time to prepare one … The Planning Document
Strictly confidential 5
A Planning Document is not an off-the-shelf product. It needs to be hand-crafted for each business.
Each business idea is different and so is the thought process of each business owner. The time needed to prepare an initial
Planning Document, hence, depends on a number of factors.
Typically, it would take about 3 to 4 weeks to develop an initial Planning Document for a small to medium enterprise, with
active participation of Senior Management, in the process. The more conviction a business owner has, towards setting the
plan right, the easier would it be for him/ her to get the milestones implemented.
 Stage of business – concept/ idea, commercially launched, generating
revenue, etc.
 Nature of business – manufacturing, trading, hospitality, services, etc.
 Business model – including geographies, regions, areas, etc.
 Organization structure – whether formalized or in-the-making
 Forecast for revenue, costs, capital outlays, etc.
 Maturity of key strategic and operational activities – e.g. licensing and
statutory requirements, advertisement and marketing plan, policies
and processes, etc.
About LEAD
Our Purpose and Values
Strictly confidential 7
With over 40 years of experience, having served a number of large
corporates, we realized that the small to medium scale businesses
need professional help, all the more, to take their business to the
next level. This is also true with ‘Startups’, who need effective
guidance and hand-holding to challenge the status quo, but are
reluctant to approach ‘consultants’ because of their cost-benefit
sensitivity.
LEAD is a journey to help such business owners bridge the gaps and
collaboratively work towards achievement of the entity’s purpose.
Our amenities are tailor made, providing innovative Advisory and
Training services to business owners, with tools, tactics and
strategies to remove obstacles in achieving multiple growth. Our
solutions are designed to help business owners work ‘on’ the
business rather than ‘in’ the business.
Our Values
Integrity: while dealing with self, team or clients
Quality: each work should be a masterpiece
Teamwork: collaboration, rather than competition
Open communication: fairness and
transparency in internal and external communication
Proactive: identify potential problems and
innovative solutions, rather than react to situations
Empathy: feel the pain and prioritize solutions
Inspire: lead by example; give more than you get
Ethical: honest and truthful in all the affairs
Client Focus: recommend cost effective and
innovative solutions to solve client’s problems
OUR PURPOSE
Help small to medium scale businesses achieve fast and
healthy growth, with leading business practices and the
entrepreneurs to achieve balanced business and personal life.
Our areas of expertise
Strictly confidential 8
BUSINESS CONSULTING
 Strategic planning
 Sales & Marketing advisory
 Business development and
joint ventures
 Organization structure
assessment
 People development
BUSINESS PROCESS ADVISORY
 Business process modeling
 Business process Re-
engineering
 Project implementation
assistance
 Supply chain assessment
 Cost assessment
 Customer life cycle
assessment
RISK CONSULTING
 Enterprise risk
management
 Operational risk
assessment
 Contract compliance
 Assessment of internal
controls
 Internal audit
TRANSACTION ADVISORY
 Deals and valuations
 Due diligence
TRAINING & DEVELOPMENT
 Leadership development
 Operational trainings
Profile of Partners
Strictly confidential 9
Dheeraj Mirpuri
Co-founder and Managing Partner
Cell : +91 9891700025
: +91 7368990025
Skype : mirpuridheeraj
Email : dheeraj@leadbg.com
A Chartered Accountant, by profession, with over 13 years of post qualification
experience in the areas of Business Consulting, Risk Consulting, Telecom
Revenue Assurance, Audit and Finance.
Over 9 years of association with ‘Big 4’ consulting Firms. Wide array of experience
in the Business Process, Risk and Transaction Advisory domains, having successfully
delivered assignments across India, South Asia and Africa.
A go-getter and a motivator, having successfully led multiple engagements and
large teams across continents. Key solutions (delivered simultaneously) include
process modeling, risk assessment, internal control assessment, compliance to
Sarbanes Oxley Act (SOX), customer life cycle assessment and internal audit.
Participated and led a number of global initiatives, including Benchmark Reports,
Points of View and Global Solutions.
Extensive experience in conceptualizing and delivering solutions for a large
number of marque corporates across Manufacturing, Information Technology
(semi-conductor), Aviation and Telecommunications sectors.
Committed to help business owners with strategies and tools to achieve multiple
growth and negate risks, through implementation of structures and processes. The
idea is to help small and medium enterprises develop effective operating and
governing structures for fast and healthy growth, through skill sets developed over
the years, having been associated with large size entities.
Nishant Maroo
Co-founder and Partner
Cell : +61 488 048 870
Skype : nishantmaroo75
Email : info@leadbg.com
maroo.nishant@gmail.com
A serial Entrepreneur leading various businesses in Education, Training and
Business Advisory services.
Over 10 years of experience in the International Education Industry as Marketing
Director, Business Analyst, Student Recruitment and Migration Advisor.
Helped several reputable institutes establish their agent networks across the
globe, whilst helping thousands of International students to study and migrate to
Australia and New Zealand.
Background and Masters in Information Systems and Masters in Professional
Accounting; continuously demonstrated exceptional analytical capabilities with a
focus of surpassing set targets and over delivering every time. Developed new
Marketing strategies and delivered innovative business solutions and ideas for
overall organizational growth.
Keen interest in quality education and innovative in the dynamic training industry,
maximizing opportunities to help individuals excel in life and achieve their dreams.
The purpose is to help and touch the lives of people who cross their path through
Aston College (own business).
Deep knowledge and expertise in Strategic Planning, Business growth, Information
Systems and Digital marketing, with a commitment to help small and medium
scale business owners in their journey as entrepreneurs.
Contact
Co-founder & Managing Partner
Cell +91 98917 00025
+91 73689 90025
Skype mirpuridheeraj
Email dheeraj@leadbg.com
mirpuridheeraj@gmail.com
Dheeraj Mirpuri Nishant Maroo
Co-founder and Partner
Cell +61 488 048 870
Skype nishantmaroo75
Email info@leadbg.com
maroo.nishant@gmail.com
This document highlights some of the crucial aspects of Strategic Planning, which is a key ingredient for business
growth.
We shall be happy to discuss the subject, in detail, with you.
If you want to know more about us and how we can help you, in your journey as an entrepreneur, please write to
us and we shall be happy to set up a call/ meeting.

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Failing to Plan is Planning to Fail

  • 1. ‘Planning’ is a key cornerstone - Especially for new ventures LEAD Business Growth is a limited liability partnership firm registered in India. September 2016
  • 2. Key reasons why businesses fail Strictly confidential 2 Perform a short research on the web and one comes across a plethora of reasons why businesses fail. Talk to some of the existing business owners and startups that have crashed and burned within a short span of time after take-off and one gets to know more reasons for business failures. The big question is … ‘Are the newcomers learning from these mistakes?’
  • 3. ‘Planning’ is a key cornerstone, to stay on track Strictly confidential 3 It is apparent that lack of planning is one of the major (and widely prevalent) causes why businesses stall. Merely an idea or a vision or a plan ‘inside the head’ is not sufficient to reach a high altitude, when it comes to business growth. A brainstormed and well articulated ‘Planning Document’, used for laser-guided behavior throughout the lifecycle of a business is, indeed, a foundation block. A comprehensive ‘Planning Process’ can increase organization wide productivity by 300%. People don’t bother to write a business plan because they think it’s too hard or unnecessary, unless you’re looking for funding … successful ventures disregard such myths Key benefits of a well articulated Planning Document:  You won’t lose sight of strategy, despite daily routines and interruptions  Your ‘hunch’ and ‘educated guesses’ will be better, backed by documented outcomes of analysis  You will have specific and measurable business objectives to work towards achieving  Priorities will make more sense, as you would set the foundation for them and revise, as the business evolves  You would stay on track, because of defined milestones and productivity boost by 300%  The Planning Process will help you be ‘proactive’ and ‘not reactive’ about business.
  • 4. Essential components of a Planning Document Strictly confidential 4 A Strategic Plan enables transformation of a ‘vision’ to ‘reality’. It helps each person to be focused towards achieving the larger goal of the enterprise. While business plans differ from business to business, an effective Planning Document comprises of the following key components: Purpose Mission (Big Hairy Audacious Goals) Annual Priorities Quarterly Priorities Weekly Goals Daily Tasks What is the reason for your business to exist? This is normally aligned to your own purpose. Planning Document – A snapshot What is your 5/ 10 years’ mission? What are you trying to achieve? A number of parameters are defined for the mission. Milestones to be achieved in the next 12 months, that will help in achieving the mission. Here again, a number of considerations are defined (ideally, 50 to 80). Top priorities to be achieved in the next 3 months, in order to achieve Annual Priorities (ideally, 15 to 20). Top 5 goals to be achieved, this week, to complete some of the quarterly priorities. 3 tasks to be done today, in order to achieve weekly goals.
  • 5. Time to prepare one … The Planning Document Strictly confidential 5 A Planning Document is not an off-the-shelf product. It needs to be hand-crafted for each business. Each business idea is different and so is the thought process of each business owner. The time needed to prepare an initial Planning Document, hence, depends on a number of factors. Typically, it would take about 3 to 4 weeks to develop an initial Planning Document for a small to medium enterprise, with active participation of Senior Management, in the process. The more conviction a business owner has, towards setting the plan right, the easier would it be for him/ her to get the milestones implemented.  Stage of business – concept/ idea, commercially launched, generating revenue, etc.  Nature of business – manufacturing, trading, hospitality, services, etc.  Business model – including geographies, regions, areas, etc.  Organization structure – whether formalized or in-the-making  Forecast for revenue, costs, capital outlays, etc.  Maturity of key strategic and operational activities – e.g. licensing and statutory requirements, advertisement and marketing plan, policies and processes, etc.
  • 7. Our Purpose and Values Strictly confidential 7 With over 40 years of experience, having served a number of large corporates, we realized that the small to medium scale businesses need professional help, all the more, to take their business to the next level. This is also true with ‘Startups’, who need effective guidance and hand-holding to challenge the status quo, but are reluctant to approach ‘consultants’ because of their cost-benefit sensitivity. LEAD is a journey to help such business owners bridge the gaps and collaboratively work towards achievement of the entity’s purpose. Our amenities are tailor made, providing innovative Advisory and Training services to business owners, with tools, tactics and strategies to remove obstacles in achieving multiple growth. Our solutions are designed to help business owners work ‘on’ the business rather than ‘in’ the business. Our Values Integrity: while dealing with self, team or clients Quality: each work should be a masterpiece Teamwork: collaboration, rather than competition Open communication: fairness and transparency in internal and external communication Proactive: identify potential problems and innovative solutions, rather than react to situations Empathy: feel the pain and prioritize solutions Inspire: lead by example; give more than you get Ethical: honest and truthful in all the affairs Client Focus: recommend cost effective and innovative solutions to solve client’s problems OUR PURPOSE Help small to medium scale businesses achieve fast and healthy growth, with leading business practices and the entrepreneurs to achieve balanced business and personal life.
  • 8. Our areas of expertise Strictly confidential 8 BUSINESS CONSULTING  Strategic planning  Sales & Marketing advisory  Business development and joint ventures  Organization structure assessment  People development BUSINESS PROCESS ADVISORY  Business process modeling  Business process Re- engineering  Project implementation assistance  Supply chain assessment  Cost assessment  Customer life cycle assessment RISK CONSULTING  Enterprise risk management  Operational risk assessment  Contract compliance  Assessment of internal controls  Internal audit TRANSACTION ADVISORY  Deals and valuations  Due diligence TRAINING & DEVELOPMENT  Leadership development  Operational trainings
  • 9. Profile of Partners Strictly confidential 9 Dheeraj Mirpuri Co-founder and Managing Partner Cell : +91 9891700025 : +91 7368990025 Skype : mirpuridheeraj Email : dheeraj@leadbg.com A Chartered Accountant, by profession, with over 13 years of post qualification experience in the areas of Business Consulting, Risk Consulting, Telecom Revenue Assurance, Audit and Finance. Over 9 years of association with ‘Big 4’ consulting Firms. Wide array of experience in the Business Process, Risk and Transaction Advisory domains, having successfully delivered assignments across India, South Asia and Africa. A go-getter and a motivator, having successfully led multiple engagements and large teams across continents. Key solutions (delivered simultaneously) include process modeling, risk assessment, internal control assessment, compliance to Sarbanes Oxley Act (SOX), customer life cycle assessment and internal audit. Participated and led a number of global initiatives, including Benchmark Reports, Points of View and Global Solutions. Extensive experience in conceptualizing and delivering solutions for a large number of marque corporates across Manufacturing, Information Technology (semi-conductor), Aviation and Telecommunications sectors. Committed to help business owners with strategies and tools to achieve multiple growth and negate risks, through implementation of structures and processes. The idea is to help small and medium enterprises develop effective operating and governing structures for fast and healthy growth, through skill sets developed over the years, having been associated with large size entities. Nishant Maroo Co-founder and Partner Cell : +61 488 048 870 Skype : nishantmaroo75 Email : info@leadbg.com maroo.nishant@gmail.com A serial Entrepreneur leading various businesses in Education, Training and Business Advisory services. Over 10 years of experience in the International Education Industry as Marketing Director, Business Analyst, Student Recruitment and Migration Advisor. Helped several reputable institutes establish their agent networks across the globe, whilst helping thousands of International students to study and migrate to Australia and New Zealand. Background and Masters in Information Systems and Masters in Professional Accounting; continuously demonstrated exceptional analytical capabilities with a focus of surpassing set targets and over delivering every time. Developed new Marketing strategies and delivered innovative business solutions and ideas for overall organizational growth. Keen interest in quality education and innovative in the dynamic training industry, maximizing opportunities to help individuals excel in life and achieve their dreams. The purpose is to help and touch the lives of people who cross their path through Aston College (own business). Deep knowledge and expertise in Strategic Planning, Business growth, Information Systems and Digital marketing, with a commitment to help small and medium scale business owners in their journey as entrepreneurs.
  • 10. Contact Co-founder & Managing Partner Cell +91 98917 00025 +91 73689 90025 Skype mirpuridheeraj Email dheeraj@leadbg.com mirpuridheeraj@gmail.com Dheeraj Mirpuri Nishant Maroo Co-founder and Partner Cell +61 488 048 870 Skype nishantmaroo75 Email info@leadbg.com maroo.nishant@gmail.com This document highlights some of the crucial aspects of Strategic Planning, which is a key ingredient for business growth. We shall be happy to discuss the subject, in detail, with you. If you want to know more about us and how we can help you, in your journey as an entrepreneur, please write to us and we shall be happy to set up a call/ meeting.