SlideShare a Scribd company logo
Hardworking marketing for hardworking people
marketing@surefirelocal.com
Lean Business Planning: A Simple &
Powerful Approach for Contractors
2
Why We’re Here
@timberry
Lean Business Planning
For better business management
With Tim Berry
Webinar: February 27, 2018
@timberry
Why Lean Business Planning?
@timberry
Not the Big Plan
@timberry
Easier, Faster, Way Better…
@timberry
Strategic Focus
@timberry
Strategic alignment
@timberry
Milestones, checklists?
@timberry
Sales, spending, cash flow
@timberry
Develops Accountability
@timberry
Route, GPS, and Real-Time Info
@timberry
Lean
Planning
@timberry
Why Planning = Management
@timberry
Sales
@timberry
Lean Business Planning
17
SurefireLocal.com 17
Get expert analysis of your
digital marketing when you join
a Surefire team member for a
one-on-one call
●
●
●
LIMITED TIME
WEBINAR OFFER
@timberry
Let’s Just Do It!
@timberry
Strategy is like sculpture
@timberry
Strategy is Focus
@timberry
Sample Strategy Bullets
@timberry
Strategic alignment
@timberry
Sample Tactics
@timberry
Milestones
@timberry
Sample Case: Metrics
@timberry
List of Assumptions
@timberry
Sample Sales Forecast
@timberry
Sample Email Sales Forecast
@timberry
Sample Web Sales Forecast
@timberry
Sample Direct Costs
@timberry
Budget Spending
@timberry
Budget People Costs
@timberry
Simple Cash Flow
@timberry
Business Plan
Numbers
@timberry
The value of
forecasts is the
management they
cause
@timberry
All business plans are wrong …
“The plan is
useless…
@timberry
… but vital
…but planning
is essential.”
@timberry
Like Dribbling
@timberry
Real Plans are Never Done
@timberry
Develop Outputs as Needed
Business Plan
The core. The
screenplay. The
plan. The
numbers.
Lean plan may
be enough
Executive summary
Key points for
selected
audience.
LivePlan Pitch
Page may be
enough
Slide deck
Different
medium
LivePlan exports
to PowerPoint
Elevator Speech
60 seconds (ish)
Problem,
solution, why
you, what you
want
@timberry
Scheduling
@timberry
Planning is Management
@timberry
Resources
• www.liveplan.com
• www.bplans.com
• leanplan.com
• www.paloalto.com
• tim@timberry.com
44
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digital marketing when you join
a Surefire team member for a
one-on-one call
●
●
●
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WEBINAR OFFER
45
Q&A
46
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Visit www.surefirelocal.com/webinars for full schedule!
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