Envisionable's small business consultants are experts at helping you develop a strategic plan and providing the guidence to see it through
Get Help Clarifying Your Company's Vision
If the vision is not clear in your mind, it is certainly not clear to your employees or your customers.
Your team wants to know where the company is heading and what it stands for. As the owner, you need to LEAD them there. They want to travel the path with you.

In order to create true alignment, your vision must be clearly defined and communicated to your staff. Doing so will increase your chances of achieving your vision.

Our team can walk you through the process of driving clarty around your vision.
Your company's vision is broken down into four components:
  1. Core Values — Core values are the essential and enduring tenets of an organization. A small set of timeless guiding principles, core values require no external justification; they have intrinsic value and importance to those inside the organization.

  2. Core Purpose The organization's reason for being.

  3. 10-30 year BHAG (Big Hairy Audacious Goal) A true BHAG is clear and compelling, serves as a unifying focal point of effort, and acts as a catalyst for team spirit. It has a clear finish line, so the organization can know when it has achieved the goal
  4. Vivid Description A vibrant, engaging, and specific description of what it will be like to achieve the BHAG.
*This framework is based on the work of Jim Collins.

We will walk you through the process of defining your vision so you can share with others.
Strategic Planning & Check-ins
-Strategic Planning Facilitation
-Quarterly Strategy Check-ins
-Monthly Team Meeting Facilitation
Once you've clarified the vision and defined your plan, you need to have some process for checking in weekly or monthly to see how you are tracking to that plan.

Even the highest performing athletes need coaches and people to help keep them accountable.

As a CEO you typically have 17 balls in the air at the same time, desperately trying NOT to drop one. Making sure you have a clear understanding of what the company should be focused on is critical.

Check-ins and virtual coaching involves meeting weekly or monthly to make sure you are focused on the things that truly move the needle for your organization.

Get Help Determing The Right KPIs
If you are not using KPIs, you are missing out on an extremely powerful tool.
KPIs (key performance indicators) can be confusing to determine and difficult to track. For that reason, many businesses either don't track them or are tracking the wrong things.

We will work with you to determine the top 5-6 KPIs which can be used to assess the health of your business.

The KPIs of your business should be tied to your financial model and your budget. They tell you if you are making progress on achieving your vision. Your KPIs then become part of your operational dashboard which we will review with you on a weekly or monthly basis.
Get Help Creating A Financial Model For Your Business
A financial model is a tool which is used to predict the future results of your business based on various assumptions around income and expenses.
A good financial model can be used to help answer some of the following questions:

  • Why did my profitability drop even though sales increased?
  • How will my cash-flow be affected when I hire new people?
  • How will expanding my business affect my costs and overall profitability?
  • How much cash runway do I have?
  • What is the cost to acquire a customer? Do I have a sustainable business model?
  • What is my business worth? Can I raise capital?
Whether you are a start-up, more established company or seeking financing, a financial model is an essential tool for running your business.

Good models are flexible and easy to update.

We will create a financial model for you that YOU CAN USE to operate your business, giving you insight into the future and helping you to make more informed decisions.

Need help with accounting services? We have several great outsourced accounting firms we can refer you to.