A PROCESS THAT CARRIES FORWARD
A plan that stays part of the conversation.
The same plan guides the work throughout the year. Each meeting carries priorities and actions forward so progress remains visible.
ANNUALLY
Set the direction.
Clarify the owner’s goals and the business priorities that support them. Establish a plan and a way to measure progress.
A shared direction for the year ahead.
QUARTERLY
Choose the focus.
Review what changed. Decide which improvements deserve attention over the next quarter and who will take responsibility.
Priorities with actions, owners and dates.
MONTHLY
Keep moving.
Review financial performance alongside agreed actions. Work through decisions, identify obstacles and agree on what happens next.
Use “What if” analysis to explore how changes in price, sales volume, costs and payment timing could affect profit and cash.
A clearer basis for the next decision.
Give each meeting a practical purpose.
Use the financial information to understand what changed, then help the owner choose an action they can take responsibility for. At the next meeting, review the outcome and adjust the approach using the evidence available.
- What will change?
- Who is responsible?
- When will it happen?
- How will we review progress?