Lesley McLuskeyManaging DirectorBillmar Franchise & Business Consulting

Do We HaveTime for Planning??

A Good Plan Should Ensure You:• Use all resources effectively & efficiently• Generate maximum profits available

It should be:• A living thing- part of your everyday life• A tool to help & direct• Written in language & style that works

for YOU• A regular check point• Realistic, stretching but do-able

Plan x Execution = Success

Planning For Success

Identify your Goals

What needs to happen

How to make that happen

Risk & Readiness

BIG 3

Commit to Review

Setting Your Goals

Emotional Attachment

Challenging but Achievable

Less is more

What needs to happen ?

Revenue Required

Impact on Sales/Retention

Capacity & Resources

How to make it happen ?

Financial

Customer

People

Processes

Risk & Readiness

Plan for worst hope for bestAssess and manage riskAssess readiness /lead time & do-ability

The Big 3

Sometimes Life Takes OverBIG 1

BIG 2

BIG 3

Commit to Review

Monthly – Progress against Scorecard

Monthly – Progress against BIG 3Monthly – Identify & Challenge “out of plan activity i.e. Rabbit holes”Quarterly - Full Review against plan and progress towards goals

Planning For Success

Identify your Goals

What needs to happen

How to make that happen

Risk & Readiness

BIG 3

Commit to Review

Help is at hand

Contact Lesley McLuskeyT:01355303618M:07500337636

Email :Lesley@billmarfranchising.co.uk

Grants available from Skills Scotland

Planning For Success

Questions????