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C-Suite Boutique

Annual Planning + Budgeting

$3,497.00

7 days

1 revision

Description

Create a no-fail business plan for the next 90 days and beyond. This planning framework is a set of business tools based on my MBA, years of running teams in corporate, and testing and perfecting these concepts for women entrepreneurs.

With this annual plan you’ll have:

  • A plan of attack so you know exactly what to focus on to achieve your goals
  • A plan that’s 100% in alignment with your vision
  • Accountability for each team member that is clear and concise

Use this business planning framework to set your 1-year and 90-day goals completely aligned with your vision. In this business planning framework, you will have an opportunity to look holistically at your business

  • What’s working, what’s not working. You’ll also brainstorm opportunities in all areas of the business for change and improvement that get you to your goals more quickly.

What's included

  • Pre-session workbooks for each attendee
  • A 6-hour CEO Day facilitated for you and your team
  • Documented business plan including:
  • 1-year business plan
  • 90-day action plan
  • Annual + quarterly budget
  • 1 follow-up 50 minute advisory call
  • Access to me via email or Voxer for up to 30 days after your planning session for questions and advice
 

Description

Create a no-fail business plan for the next 90 days and beyond. This planning framework is a set of business tools based on my MBA, years of running teams in corporate, and testing and perfecting these concepts for women entrepreneurs.

With this annual plan you’ll have:

  • A plan of attack so you know exactly what to focus on to achieve your goals
  • A plan that’s 100% in alignment with your vision
  • Accountability for each team member that is clear and concise

Use this business planning framework to set your 1-year and 90-day goals completely aligned with your vision. In this business planning framework, you will have an opportunity to look holistically at your business

  • What’s working, what’s not working. You’ll also brainstorm opportunities in all areas of the business for change and improvement that get you to your goals more quickly.
 

What's included

  • Pre-session workbooks for each attendee
  • A 6-hour CEO Day facilitated for you and your team
  • Documented business plan including:
  • 1-year business plan
  • 90-day action plan
  • Annual + quarterly budget
  • 1 follow-up 50 minute advisory call
  • Access to me via email or Voxer for up to 30 days after your planning session for questions and advice
 
Casey Gromer
Chat with Casey Gromer

About the seller

C-Suite Boutique
Business strategy and consulting for women who want out of the day-to-day operations and still make a profit

As a 20-year business and marketing expert, I am passionate about removing common barriers that hold women entrepreneurs back from achieving the same level of success as our male counterparts. The tools you'll implement are designed to create a business foundation that will eventually allow you to step back from the day-to-day operations to focus on your future vision – while paying yourself and turning a profit. While working together, we will clarify your business vision and strategy, create a roadmap with the right set of goals, design efficient business operations and processes, and roll out team management and communications systems. I have built and run business operations for women in multiple industries resulting in increased profits, reduced expenses, more take-home pay, and sustainable growth.

 

Portfolio

 

FAQ

How long does the 1/2 CEO Day last?

½ Day CEO Days are typically available on Thursdays and are scheduled for 3 to 3.5 hour blocks of time.

Who should attend the CEO Day?

CEOs are encouraged to attend the CEO Day alone. In case you are working with partners, all partners are required to attend.

How much time will it take to prepare for the CEO Day?

Before your CEO Day, you will receive a prep workbook. The workbook is required to be completed prior to your CEO Day to give your SHE-Suite Fractional Integrator insight into your business and jump start your CEO Day working session. It is recommended to set aside 1-2 hours to complete your workbook. As with anything, the effort you put into your workbook will impact the results you receive on your CEO Day.

What will I do with the Business Blueprint once we're done?

You will definitely not put it in a desk drawer to collect dust! It’s recommended that you share your Business Blueprint with all team members and revisit it at least once per year (at a minimum) during your annual planning session. SHE-Suite clients review their Business Blueprint during each quarterly planning session.

I don't have a team. Can I still use the Business Blueprint?

Absolutely. The Business Blueprint is a relevant tool to any business. Having a Business Blueprint will give you clarity and direction as you continue to build your business and grow your future team.

I'm just starting out, Can I still use the Business Blueprint?

Absolutely. The Business Blueprint is a relevant tool to any business. Having a Business Blueprint will give you clarity and direction as you continue to build your business and grow your team.

What will I do with the Strategic Growth Plan once we're done?

You will definitely not put it in a desk drawer to collect dust! Here is how I recommend you use your Strategic Growth Plan:
Use the Strategic Growth Plan to have your leadership team help their own direct reports set goals and metrics in support of the quarterly plan
Schedule weekly team calls to review the Strategic Growth Plan goals, report on metrics, and remove any obstacles keeping the team from achieving goals. Ask me about our efficient team meeting agendas!
Use your metrics dashboard to report weekly or monthly on performance and progress
Use the Strategic Growth Planning template to schedule and facilitate your next quarterly planning session

I don't have a leadership team. Can I still use the Strategic Growth Plan?

Absolutely. The Strategic Growth Plan is relevant to any business. Having a Strategic Growth Plan will give you clarity and direction as you continue to build your business and grow your future team. Having a Strategic Growth Plan will get you to your business goals faster than operating without one.

I'm just starting out. Can I still use the Strategic Growth Plan?

Absolutely. The Strategic Growth Plan is a relevant tool to any business. Having a Strategic Growth Plan will give you clarity and direction as you continue to build your business and grow your team.

I don't have a Business Blueprint. Can I still book a Strategic Growth Planning session?

Strategic Growth Planning works best when the business has a clear vision and strategy. Even when a CEO thinks they have a clear vision and strategy, they find the Business Blueprint to open up thoughts, ideas, and context they had never considered before.

I don't have a Business Blueprint. Can I still hire a Fractional Integrator?

Absolutely! If we agree working together is in both our best interest, you are welcome to jump right into the Fractional Integrator option. However, the process is non-negotiable. We will still start with your Business Blueprint, then Strategic Growth Planning before jumping into running your team.

My inbox will be the death of me. But there' no one else who can respond to most of the emails. Is that something you do?

Your Fractional Integrator does not manage your email inbox. One of our top recommendations for clients is to hire an executive assistant. Even if you don’t think an Executive Assistant will be capable of responding to emails, you’ll have a system for organizing, filing, and delegating incoming emails that will take you out of the mix.

 

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