There’s a lot of overkill in most strategic planning. You don’t have the time or resources to waste on complex strategic planning. You need a process that fits your business.
Small business strategic planning doesn’t have to be complicated. It should quickly lead you from defining where you are going to deciding how to get there. That’s all there is to it.
Here’s how strategic planning all fits together:
- Finance and Strategy Toolkit (FAST) Program
- ACE: Small Business Strategic Planning
- Business Loan Basics
- Key Performance Indicators (KPIs) and KPI Dashboards
- Create a Cash Flow Projection with 12MO Template
- Entrepreneurial Finance: Small Business Financial Management Basics
- Improve Your Cash Flow
- Structure Selection
CFO Perspective Videos
- Net Contribution and Cash Flow Analysis for a New Location
- Estimating Revenues for a New Location
- Estimating Expenses for a New Location
- How to Use a Free Template to Create a Cash Flow Projection
- KPI Dashboard Components
- KPI Monitoring and Management
- KPI vs OKR
- KPIs and Strategic Planning
- Picking Numbers for Business Projections
- Setting KPI Targets
- The Basics and Benefits of KPIs
- Using an Excel Data Table for Cost Volume Profit (CVP) Analysis
CFO Perspective Articles
- 4 Simple Steps for an Effective Small Business Strategic Plan + Template
- How to Conquer Cash Flow Chaos with this Excel Cash Flow Projection Template
- How to Move from Complexity to Clarity with a Break-Even Analysis
- Key Performance Indicators Guide Your Company to Success
- Go from Flying Blind to Focused with this Excel KPI Dashboard Template
- Business Goals Move You From Distraction to Direction
- Is Your Business Wandering? How to Discover Your Critical Success Factors
- Can Stretch Goals Help You Achieve More Results?
- 4 Proven Ways to Prioritize Your Goals and Tasks
- What is SWOT Analysis? Simple but Effective Business Environment Assessment
Accelerate your success with FAST
FAST (Finance and Strategy Toolkit) is a membership program that gives you access to a massive collection of resources for small business advisors and staff. The right tools save you time, reduce your stress, and improve your effectiveness.
ACE: Strategic Planning for Small Businesses
ACE is a simple strategic planning program for small businesses that’s included in FAST. You get the framework for high-level strategic planning all the way to action steps to implement the plan.