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Performance
Planning Brochure

 

The One Page Planning and Performance System

Sample Plan — Small Consulting Firm
vision
Within the next 3 years, grow CGP into a $3 million national consulting firm specializing in creative leadership development programs for Fortune 1000 companies.

mission
We help companies develop more leaders!

objectives
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Increase revenue to 1.8 million in FY 2002.
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Increase gross margin to 54% from 32% by 12/31/02
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Earn a pretax profit of $450,000 for FY 2002.
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By 12/31/02, establish a client base of at least 10 companies.

strategies
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Leverage CGPs worldwide identity as entree into business consulting.
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Build company awareness by networking at executive level.
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Create simple, easily-produced materials from existing CGP products.
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Use first clients to define product offering/build momentum.
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Use a "train the trainer" approach to maximize reach in larger clients.
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Create product ranges so that any business can afford a co-creative management system.

plans
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Develop written marketing plan by 2/16/02.
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Trademark "Core Group Process" by 4/4/02.
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Publish 4 quarterly newsletters, send the first to 1500 potential clients on 3/15/02.
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Deliver 5 workshops by 6/30, another 4 in Q3, and 3 in Q4 to net 4 new clients
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Create high quality company brochure by 7/1/02.
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Create series of four mini-books on new personnel management techniques by 12/31/02.

  NOTE: This plan is a static sample. To see performance scorecards
and progress reports go to the System Tour


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