Written Business Plan & Quarterly Review of Performance

SME Business Owners who want to turn Business Goals into Action Plans
with TEAM KPI & Alignment

STOP Confusion, START Alignment & Action Now!

WHY WRITTEN business plan & Quarterly Review?

IMPORTANCE of Written Plan

  • Clarity on business goal
  • Focus on improvement
  • Follow up on past plan
  • Plan ahead for funding and manpower requirements

Outcome of Written Business Plan

  • Increase success rate of organisation
  • Business goals is turned into action plans (90 days x 4)
  • Alignment of expectation between business owners, managers & staff
  • Monitor progress of the action plan
  • Make improvement/adjustment, as deemed necessary
  • Increase staff productivity
  • Clarity of KPI & accountability
  • Quantifiable achievement for promotion & increment
  • Create a culture for continuous learning & development
  • Communication tool – bankers, investors, grant providers, suppliers, customers and others


  • Update & conduct business plan review (every 3 months)
  • Conduct 1 day alignment workshop/training (every 3 months)
  • Coaching – to hold management & staff accountable to achieve their KPI



1. Discussion on Business Plan 

  • Complete a Business Questionaire
  • Meet with business owner (and managers) to gain clarity on

        - business vision, mission, core values
        - target market & marketing strategy
        - management team and staff
        - goals and expectations for the next 1, 2 and 3 years

  • Quantify business goals into financial figures
  • Compile all information into a written business plan with financial projections


2. Business Action Plans

  • Breakdown goals into action plans (90 days x 4)
  • Breakdown action plans into quantifiable deliverables
  • Assigning tasks to the right staff
  • Setting KPI for staff


3. Alignment Workshop

  • Conduct 1 alignment workshop/training to communicate Business Plan to management & staff

(*Training venue and expenses to be provided by client)

Please drop us your email and we will get back to you within 48 hours