Business Assessment
and Strategy
Every great journey starts with a clear understanding of where you are. Our Business Assessment and Strategy services give you the clarity and direction needed to achieve your business goals. Whether it's identifying immediate opportunities or crafting a long-term roadmap, we've got you covered.
Quick Start Assessment
List of Services
-
Initial ConsultationList Item 1
- Conduct a discovery meeting to understand the business's goals and challenges.
- Discuss key pain points and immediate needs.
-
Operational AnalysisList Item 2
- Review current workflows and processes.
- Identify bottlenecks, inefficiencies, and areas of improvement.
- Examine resource utilization (human, financial, and technological).
-
Data ReviewList Item 3
- Assess key performance metrics (e.g., revenue, costs, productivity).
- Analyze recent reports or dashboards to identify trends.
-
Competitor BenchmarkingList Item 4
- Conduct a high-level review of competitors in the industry.
- Highlight areas where the business stands out or lags behind.
-
Opportunity Identification
- Pinpoint quick-win solutions for immediate impact.
- Propose short-term strategies to reduce costs or increase productivity.
-
Feedback and Reporting
- Provide a summary report detailing observations, insights, and actionable recommendations.
- Present findings to stakeholders for alignment and decision-making.
-
Next Steps Planning
- Outline potential follow-up services, such as a full SWOT analysis or strategic business planning.
- Schedule a follow-up consultation to refine objectives and prioritize initiatives.
SWOT
Analysis
List of Services
-
Preparation and Data GatheringList Item 1
- Collect relevant business data, including:
- Financial performance metrics.
- Market trends and industry benchmarks.
- Customer feedback and reviews.
- Schedule a brainstorming session with key stakeholders..
-
Internal AssessmentList Item 2
Strengths
- Identify unique advantages, resources, and capabilities.
- Highlight top-performing products, services, or departments.
Weaknesses
- Pinpoint areas of underperformance or inefficiency.
- Review challenges with resources, skills, or systems.
-
External AnalysisList Item 3
Opportunities
- Explore market trends or emerging demands.
- Identify gaps competitors aren’t filling.
- Assess potential for partnerships, technology upgrades, or new markets.
Threats
- Examine economic, regulatory, and industry risks.
- Analyze competitor strategies and market positioning.
-
Insights and RecommendationsList Item 4
- Provide a summary of the SWOT analysis with actionable insights.
- Leverage strengths to capitalize on opportunities.
- Develop mitigation plans for weaknesses and threats.
-
Strategic Alignment
- Use the SWOT analysis to refine business goals and strategies.
- Identify priority initiatives based on analysis outcomes.
Strategic
Business Planning
List of Services
-
Vision and Goals DefinitionList Item 1
Facilitate a vision-setting session to clarify:
- Long-term business aspirations.
- Key performance indicators (KPIs).
Break down goals into short-term, medium-term, and long-term milestones.
-
Market and Industry AnalysisList Item 2
Analyze:
- Target audience and customer segments.
- Competitor positioning and strategies.
- Current and projected industry trends.
-
Resource AssessmentList Item 3
Evaluate available resources:
- Financial capital.
- Human resources and skills.
- Technology and tools.
Identify gaps in resources that require action.
-
Strategy DevelopmentList Item 4
Craft core strategies tailored to business needs, such as:
- Growth and scaling initiatives.
- Marketing and branding approaches.
- Operational efficiency improvements.
- Financial planning and risk management.
-
Action Plan Creation
Develop an actionable roadmap with specific deliverables:
- Assign tasks to teams or individuals.
- Set deadlines and define key milestones.
- Include contingency plans for risks.
-
Implementation Support
Provide guidance on executing the strategy:
- Facilitate regular check-ins and progress reviews.
- Offer tools or templates for tracking milestones.
- Adjust strategies based on feedback or new developments.
-
Review and Iterate
Establish a schedule for periodic strategy reviews:
- Monitor progress against KPIs.
- Refine the plan based on results and changing conditions.
Number, Street, CityState, Zip Code
Quick Start Assessment
Basic Package
Starting at $500
- A high-level operational audit (1–2 pages).
- Identification of 3–5 immediate improvement opportunities.
- A 1-hour virtual consultation to discuss findings.
Premier Package
Starting at $1,500
- In-depth operational review (5–10 pages).
- Identification of short-term and long-term opportunities.
- A 2-hour strategy session with a prioritized action plan.
Additional Services
Varies by Service
- Customized benchmarks.
- KPI developement, implimentation, and monitoring.
- Customized strategy sessions based on business needs.
SWOT Analysis
Basic Package
Starting at $750
- A standard SWOT matrix with insights tailored to the client’s industry.
- A 30-minute follow-up consultation.
Premier Package
Starting at $2,000
- Detailed SWOT report (10+ pages) with recommendations.
- Competitive analysis for context.
- A 1-hour presentation to explain findings and next steps.
Additional Services
Varies by Service
- Market trends report.
- Industry-specific insights
- Customized reports based on industry trends
Strategic Business Planning
Basic Package
Starting at $2,500
- A 12-month strategic roadmap with goals and timelines.
- Recommendations for tools and resources.
- Two 30-minute follow-up sessions for adjustments.
Premier Package
Starting at $5,000
- A detailed 3–5 year business plan with financial projections and KPIs.
- Implementation guidelines for each milestone.
- Three 1-hour strategy meetings.
Additonal Services
Varies by Service
- Full business audit, SWOT analysis, and long-term strategy combined.
- Hands-on implementation support (up to 6 months).
- Dedicated consultant access for ongoing guidance.
Schedule Your Free 20 Minute
Discovery Call Now
Not Sure Where to Start?
Want to learn more, but not ready for a discovery call? Simplify fill this form out with as much information as possible, and someone from our team will get back with you.