SERVICES | STRATEGIC PLANNING
Strategic Planning for Wisconsin Small Businesses
Think of strategic planning as creating your business GPS - we help you figure out where you want to go and map out the best route to get there. We work with you to cut through the noise, identify real opportunities, and build a clear plan that actually gets results. No fancy jargon or theoretical frameworks - just practical direction that moves your business forward.
Our Process:
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Take Stock of Where You Are: We dig into what's working, what's not, and where you stand in your market.
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Get Clear on Your Destination: Work together to define what success looks like and set realistic goals.
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Map Out Your Route: Create a step-by-step plan with clear milestones and deadlines.
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Assign the Right People: ​Identify who's responsible for what and make sure everyone knows their role.
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​Build in Check-ins: Set up regular reviews to track progress and adjust course when needed.
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Frequently Asked Questions:
Q: How is Strategic Planning different from just setting annual goals? A: Annual goals are often based on last year's performance plus a hopeful percentage increase. Strategic planning looks at market realities, competitive advantages, and resource constraints to set goals several years out that are both ambitious and achievable.
Q: What if we don't have complex financials or detailed data? A: That's actually pretty common with small businesses. We'll work with whatever data you have and help you identify what key metrics you should start tracking going forward.
Q: Do I need to involve my whole team? A: It depends on your business size and structure. For most small to mid-size businesses, involving 1-2 key people (ownership should be included) is ideal. We'll discuss what makes sense for your situation.
Q: What if market conditions change after we create the plan? A: That's exactly why we build in regular check-ins. A good strategic plan is flexible enough to adapt while keeping you focused on your core objectives.
Looking for something different?
Small businesses face unique challenges that don't always align with traditional service offerings. If you're dealing with a specific financial or operational hurdle that isn't noted here on my site, let's discuss it. My approach is flexible and tailored to what your business actually needs, not just what fits in a service category.