Creating a Flexible Business Plan
Adaptable, actionable planning that links strategy to budgets, people, and operations.
Governance, roles, training aligned to delivery.
Structures & Systems
Who/what/when/resources/success criteria.
Operational Plans
People, budget, tech — address gaps early.
Resourcing
Specific, Measurable, Achievable, Relevant, Time‑bound.
SMART Objectives
From Aims to Delivery
Market & Customer
Define segments, needs, value proposition, and positioning.
Operations
Map core processes, owners, SLAs, and capacity constraints.
Financial Model
Revenue drivers, cost structure, unit economics, funding.
People & Structure
Roles, accountability (RACI), incentives, and skills plan.
Planning Pillars
1
Discovery
Stakeholder workshops, SWOT, risk heatmap, baseline KPIs.
2
Scenarios
Best/base/worst; triggers; contingency playbook.
3
Plan Draft
12–18 month delivery plan with owners, milestones, budget.
4
Review Rhythm
Monthly ops, quarterly strategy, annual refresh.
Implementation Steps
Dashboard
Leading & lagging indicators visualised monthly.
Unit Economics
CAC, LTV, gross margin, payback period.
Cashflow Forecast
Rolling 13‑week + 12‑month view with scenarios.
Financial View & KPIs
Risk Register
Download
KPI Dashboard
(Starter)
Download
Flexible Business Plan Template
Download
Scenario Planner
Download
Tools & Templates
Discover
Context, objectives, constraints, and baseline metrics. Stakeholder interviews and quick wins identified.
Design
Co‑create the plan, governance, and resourcing. Clear owners, milestones, KPIs, and risk controls.
Deliver
Support execution with artefacts, workshops, and dashboards. Remove blockers; adjust based on data.
Ongoing Non‑Exec Support
Board‑level advisory, challenge & support. Monthly ops / quarterly strategy reviews; decision support on investments, risk, and priorities.
How It Works
Need a plan you can actually run?
We’ll help build your plan, and run the review rhythm.