The initial on-site visit is essential in establishing the basis from which your customized plan will be designed. We will discuss your vision for the organization and how you see this division working to support and enhance that goal. Gathering statistical and demographic information, getting an overview of your organization, meeting your staff and monitoring the work-flow will prove vital in assessing the priorities within your plan.

The Needs Analysis Report is designed to give you an outline of the projects that need to be addressed, the overall scope of the plan and its components.

This report is designed to be all-inclusive. It will address immediate and long-term needs. It incorporates any areas of concern within the department: systems, hardware, software, reports, and connectivity, budgets, rates, zoning, promotions, marketing, staffing, expansion, product launch, alliances, acquisitions, or redesign.

It is refreshing to know at the beginning of a project what is needed and the estimated time of arrival. Everyone wants to go into an important revenue-producing project with all the information that is available.

In this summary I will enumerate the project categories, give an outline of qualifying factors, and the length of time needed to implement and/or complete these projects.

We know what our needs are, we have a blueprint and an ETA, it is time to get started!

We will work together to set up an agenda that fits your requirements. I will make every effort to start your Customized Strategic Plan implementation at once. I appreciate your desire to begin generating additional revenue, immediately.