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When you run a business day to day, it can be difficult to step back and identify key turning points that may affect it. Identifying these moments and knowing which direction to take can prove vital to the success or growth of a business.

Strategic planning across all business disciplines allows you to take time out to ask the following key questions:

Where are you now?
Where are you going?
How are you going to get there?

We can help to discover the key issues for your business and work with you to define the actions required. We then work with you on the implementation of the plan.
  • All of our clients are encouraged to take a strategic planning day. No value No fee
  • We offer different services according to your business needs.
  • Please click on the presentations below for an overview of the specific services that we offer.
No value no fee
At JFP we are confident that after one planning day you will be able to move forward.

On your Strategic Planning Day you will use your business information and our planning tools to put together a quality strategic plan which identifies your goals and objectives along with a clear set of actions and detailed financial projections, to help you succeed in the implementation of the plan. It will keep you on target with an ongoing review process.

In fact, we are totally confident in producing results. We ask you to put a value on the day.
Your only commitment is time.

Click on a link to go directly to the presentation

Creating a Strategic Plan
Creating a Team Strategic Plan
Managing Risk
Improving Profitability
Building a Wealth Tracker
Setting Key performance Indicators
Improving Sales and Marketing
Tactical Outsourcing

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Strategic Planning Day - create a strategic plan

At JFP we understand that your business is unique, which is why our approach is not prescriptive.

A Strategic Planning Day is a full day for key decision makers, away from the office. Using JFP’s proven IT planning tool the session is highly structured yet encourages free thinking.

  • As a business owner, you will:
  • Identify your personal and business objectives and the opportunities open to you and your business
  • Define your personal and business measurements of success
  • Work on financial models for the business
  • Evaluate your sales and marketing efforts
  • If appropriate, explore exit strategies.





Creating a Strategic Plan
The Strategic Planning Toolkit is a proven methodology that provides a structured strategic planning session. At the end of the session, you will have a personal strategic plan, in the form of a high quality 80-page document. The day offers you the opportunity to focus on your personal and business objectives, away from the ‘heat of the battle’.
Click here for presentation - (800kb PDF file)

Creating a Team Strategic Plan
We can offer strategic planning to management teams in larger companies and SMEs (below ownership or board level) encouraging them to re-affirm corporate goals and work together to achieve them. The Team Strategic plan is built up over a one-day session.
Click here for presentation - (900kb PDF file)

Managing Risk
With the Risk Management Toolkit we help you to explore risk potential and plan to mitigate it. Action and budgetary impact tools are built into the toolkit to help prepare achievable plans. The result of the exercise is an increased sense of security on both a personal and business level.
Click here for presentation - (850kb PDF file)

Building a Wealth Tracker
With the Wealth Tracker we can assist you build a personal plan for wealth generation over a five year period. A wealth tracker planning session takes around 1-1half hours to complete and includes tax calculation and business valuation models to help you set achievable goals.
Click here for presentation - (915kb PDF file)


Setting Key Performance Indicators
With the key performance indicator toolkit we can assist you to have a greater understanding of your key performance indicators. By helping you to measure and manage results, you can positively impact your success rates.
Click here for presentation - (850kb PDF file)


Improving Sales and Marketing
Where the need for ongoing sales and marketing support has been identified, we can provide expertise to help with the development of your business plans. In addition, we can assist with the practical issues such as facilitating monthly sales meetings.

Through our working partnerships, we can also help you implement tactical campaigns that deliver business leads.

Tactical Outsourcing
Should you require extra resources or services to take your business forward - without committing to long-term overheads - we can recommend expert outsourcing services.

Improving Profitabilty
The Profit Improvement toolkit provides an innovative approach to improving profitability. It is a one-day session, usually conducted with management team members and/or business owners. The process stimulates action plans and budgetary implications.
Click here for presentation - (830kb PDF file)


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