You say you have a compelling business idea? Let's look into it! This SlideShare explains what strategic planning is and how to bridge the gap from where you're at to where you want to be in your business.

1. STRATEGIC PLANNING
FOR CUTTING EDGE
ENTREPRENEURS
Bringing compelling business ideas to fruition
financialeq.coach/strategicplanning

2. Claim Your Competitive Edge. We are.
financialeq.coach/strategicplanning
The Platinum
Business Plan
Current State
Assessment
Future State
Report
Financial EQ
Implementation
Realized Vision
You have a compelling business idea. Let’s look into it.

3. Wanting to Soar But Don’t
Know How? We do.
financialeq.coach/strategicplanning
● The strategic plan that effectively resolves
your customers’ fears
● The business model that drives sales and
expansion upward
● The ability to reach new heights in changing
conditions
● The Financial Emotional Intelligence
application for sustainability and growth
What compelling business ideas need

4. financialeq.coach/strategicplanning
● Setting strategic planning scope expectations
● Adopting a clear business value proposition
● Establishing a coherent business model
● Defining vision, mission, and company core
values
● Analyzing external environment
● Analyzing internal environment
● Generating three year financial projections
● Key deliverable: The Platinum Business Plan
with Financial Projections
The Platinum
Business Plan
Understanding
What Drives
Customers to
Buy And Why

5. financialeq.coach/strategicplanning
Current State
Assessment
Identifying
Implementation
Gaps
● Building consensus on resources allocation
● Mobilizing key partners into action
● Choosing and tracking KPIs
● Evaluating the industry, its value chain, barriers to
entry, competitive pricing structure, etc.
● Analyzing company’s financial data
● Assessing impact of business/market changes
● Defining operational logistics, roles,
responsibilities, and timelines
● Implementing a viable sales plan
● Adopting a viable marketing plan
● Key deliverable: Current State Assessment
Report

6. financialeq.coach/strategicplanning
Future State
Report
Strategizing
Beyond
Near Future
● Improving business model
● Evaluating sustainability of value proposition
● Expanding vision, mision, core values
● Reevaluating strategic objectives
● Agreeing on strategic priorities
● Finalizing strategic action plan
● Agreeing on all logistics
● Building consensus on resources allocation
● Mobilizing more key partners into action
● Supervising the adoption of a viable marketing
plan
● Key deliverable: Future State Report

7. financialeq.coach/strategicplanning
Ready to Soar
Are You Ready to Soar?
● Finalized The Platinum Business Plan ✔
● Finalized the Current State Assessment report ✔
● Finalized the Future State Report ✔
● Positioned for implementation ✔
● Tracking action steps implementation for take-off✔
● Key deliverables: Bi-monthly Update Reports
These reports include timelines, priority action
levels, potential KPI, momentum awareness, roles,
responsibilities, troubleshooting delays, and more.

8. financialeq.coach/strategicplanning
But How Fast And Far Can You Fly On Your Own?
It takes the average entrepreneur 400 hours to complete a
business plan by themselves. (source: Small Business Administration)
That’s because a business plan must take into consideration
various factors that may not be the entrepreneur’s area of
expertise.
Here’s how to factor in your time:
400 hours x your hourly fee = how much it will cost you to write a
business plan on your own
Let’s not forget to add in the time it will take you to do three years
financial projections AND decide on a specific strategic goal,
identify the gaps to go from here to there, draw up your action
plan, and implement it.

9. financialeq.coach/strategicplanning
As a Business Consultant, I offer you
my unique skill set: I’m a Finance
Economist, a Chartered Financial
Analyst (CFA), and an Emotional
Intelligence Coach.
As a Financial Emotional Intelligence
Coach, I nurture these skills within
you so you can build a highly
sustainable and profitable cutting
edge business.
As an Implementation Strategist, I
walk beside you every step of the way
to ensure the planning and the
execution of a carefully laid-out plan
meeting your strategic goals
Financial EQ Implementation Is The Cutting Edge
Hi!
I’m Anne Beaulieu!

10. THANK YOU!
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Book a discovery call at
https://financialeq.coach/contact-us
www.financialeq.coach

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as a PDF and view that way?
https://www.financialeq.coach/strategic-planning-guide-for-entrepreneurs/