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Business Plan Workshops

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Business Planning

A Great Business Planning process gets to the heart and soul of your business.  

Why we developed this service....

Success is about planning and we want to help you achieve success.

Key Questions for Business Owners;

  • Do you have a current Business Plan?

  • Have you set realistic and measurable goals?

  • Do you have clear strategies to achieve your goals?

  • Do you regularly review your goals in regard to changing circumstances?


A Business Planning workshop will require you to take time out from day to day activities in the business

to focus on the business. Together we will review your past performance and clarify future direction.


You will set solid and realistic business goals and define strategies for achievement. At the end of the

session you will have a one page Business Plan which will act as a guide map to ensure you are on

course for success.

Who should have a Business Planning Workshop?

Every business should have a Business Plan.

Why ;

  • To increase the level of growth, profitability and cashflow in your business?

  • Support to unlock your business potential?

  • A clear outline of what you need to do to unlock this potential?

  • A document against which to measure your progress?

What is involved?

You attend a full day planning Workshop is facilitated by A to Z Finance Solutions. Together, we will:


  • Discuss and set personal and business goals for the next 12 months

  • Discuss and agree on an action plan with strategies to support achievement of goals

  • Identify Gross Revenue Targets and Key Performance Indicators

  • Identify opportunities and vulnerabilities in your business that need to be managed

  • Establish a 90 Day Action Plan to address immediate critical issues

We’ll provide you with pre-work, which you will need to complete prior to the Business Planning

session to ensure you identify any issues that need to be discussed. That way we can prepare any

information required prior to the session.


When should I have a book in for this workshop?

Any time is a good time to develop a Business Plan, ideally its perfect timing at the start of a new financial year and If you are making major change in an existing business or starting a new venture, a Business Plan is 100% crucial.


You’ll require a Business Plan to support any financial applications.

Our Fee

Our Business Planning Workshop service costs only £1,250 + vat.


This Service Includes;

  • Pre-work 

  • Full day Workshop

  • Annual Business Plan

  • 90 Day Action Plan

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