Diagnose > Strategise > Analyse

Broadly speaking this is the process I follow for all clients. There are more questions to add and in greater depth but the key themes are listed below. Ask as many questions as possible to determine where you are right now and where you want to get to. Some examples:

Diagnose:

• Why are you in business?
• Who do you service?
• What do they want?
• What are your big goals?
• What is your biggest barrier to success?

Strategise:

• What are your strengths?
• What are your weaknesses relative to competitors?
• What has been surprisingly successful?
• What doesn’t work like it should?
• Who are your competitors?
• How can you sacrifice market share to dominate a niche?

• Conduct customer calls
• Staff interviews
• Competency map – where are there gaps?
• Division of labour – can it be more efficient?
• Customer segmentation analysis
• Financial analysis – where is the real cash?
• Customer journey mapping
• Supplier audit
• Unused capacity audit

Action plan:

The action plan creates itself – if enough questions have been asked and enough analysis performed in the sections above, the list of things that need to happen to reach your goals should make themselves clear.

If this sounds like it might add value but you don’t have the resource to run this in house, book a free consultation and I can guide you though the process.