Businesses that plan outperform those that don't

Undertaking business planning helps your business by:

  • Co-ordinating activities across functions and geographical areas
  • Allocates resources to the most beneficial areas
  • improving timing and appraisal of investments needed to support growth
  • highlighting and solving potential problems before they become actual problems

The larger and more complex your business, the greater the benefit of effective planning processes and structures to ensure co-ordination & efficient use of resources

Clear planning allows your staff to understand exactly what they need to do to support achieving the business goals. Your staff can make day to day decisions that support the plan

Plans enable you to focus your staff, set milestones & goals and in turn measure the actual performance against the goals of your business, divisions, teams and individuals. This drives accountability and improved financial performance


The planning process

Business planning is not just setting financial goals. Business planning should focus on the activities and projects that you as a business are going to undertake to achieve your goals, which in turn generates the financial performance

Understanding your business model (what makes your business successful and why) is an important first step in the planning process. You want to undertake activities that are alighed to the strengths of your business model

Business / operational planning should lead the financial planning. Planning should be revisited periodically to adjust to changing performance, environments and so on. This could be weekly, monthly or quarterly depending on the needs of your business.

Typical planning process

We have run many business & financial planning processes for corporates through to SMEs across a number of sectors. We input our knowledge and experience into the process, challenge assumptions and manage the planning process through to final stage



Part of the planning process is to assess the cash requirements of the business during the planning period. Analysing options available to fund growth and the financial risk & cost profiles of each option is important in selecting how to fund your business

You must make sure that your business has sufficient cash to undertake all the activities required in your plan. It is wise to ensure you have a reasonable margin of error


Contact us to discuss how we might help you set up or improve your business planning process


Case Studies

The Business

An international FMCG business

The Challenge

Implement an ongoing forecasting and business planning process with operational plans at its heart

The Outcome

A monthly business planning cycle was embedded within the business, involving all functions to input into how the operational plans and events impacted current forecast.

This allowed the business forecast visibility for 12 months of all key projects and events to a high degree of accuracy. The forecast was live and therefore the impact of business decisions were modelled and tracked.

The quality of management decision making improved significantly and the planning provided real focus for the business improving performance

The Business

An international £100m+ staffing business

The Challenge

To implement the business’ first business planning process

The Outcome

We supported the operational managers to develop their operational plans, and then build a detailed budget to reflect those plans.

Each individual budget was in a standard format with set outputs. This made consolidating the 35 profit and costs centres a straightforward and quick task.

The board and management were then able to review and amend as required

Our Approach


Adding real value to your business takes time and teamwork


We deliver results


Strong and consistent delivery of return on investment