Setting the vision and direction of the company. Enrolling staff into the vision  and ensuring it's implementation. Communicating effectively. Decision making and delegation. Clarifying department structure and roles. Hiring high-performers. Improving and developing products. Deeply understanding clients. Prioritisation. Budgeting.

Commit to intentional culture creation. Identify the core values of the company.  Communicating and demonstrating the core values consistently. Hiring for structure, and cultural fit (instead of for help). Identifying talent gaps. Who and when to hire. Attracting and retaining great talent.

We'll go through the eight elements of a marketing plan: target audience, messaging, media, engagement, sales conversion, product delivery, referrals, and re-engagement.

Developing a healthy money mindset and transforming internal blocks to success (which often relate to worthiness, guilt, fear and shame). Creating a basic money flow map. Creating financial clarity. Pricing services / products, Cash flow forecasting., and Budgeting using tools from financial coach Pam Prior.

Measuring the performance of your products / services using tools such as Net Promoter Score (NPS), Customer Effort Score, Customer Churn Rate. We'll cover the customer experience expansion sheet to identify opportunities to improve the cusotmer experience and thereby increase customer satisfaction, loyalty and revenue.

We'll create a well-crafted strategy and accompany it with a clear planning process. The six questions we'll answer are: Why do we engage in our work?  Where are we going? What do we need to do to fulfill our purpose? Who do we need to be involved? How are we going to create results practically? When do we want to achieve them? We'll then create a One Page Strategic Plan (OPSP) to execute.

To create consistent results, we'll look at your existing systems and refine them so that you can work smarter, not harder.  Where systems are lacking, we'll create them and put them into practice. We'll also go through the 2x Operating Systems to turn the value you deliver into a machine that enables you to scale your impact.

To plan effectively and realise the swift execution of your vision, we'll plan using The Planning Circles, a system which takes the six areas of your business - people, operations, product, client expeirence, marketing and finance - set OKRs (Objectives and Key Results),  then define the KPIs (Key Performance Indicators).  We'll consider annual, quarterly and monthly goals, and put them into practice, with a system of action and reflection.