The Strategic Business Planning Service from Business Performance Optimisation is a transformative experience designed to help ambitious business owners unlock potential and achieve their aspirations. Through a combination of 1:1 sessions and collaborative team workshops, this service uses a proven methodology to reflect on the past year and strategically plan for the one ahead.

Pre-Workshop 1:1 Strategy Sessions
The planning journey begins with individual pre-meetings held with directors and key stakeholders, depending on the business structure. These sessions provide a confidential space to explore and clarify the business direction, identify key opportunities and challenges, outline goals, and begin shaping the high-level strategy needed to achieve long-term aspirations. This strategic clarity lays the foundation for a focused and effective planning workshop, giving the business the confidence to move forward with precision and intent.


Collaborative Team Workshop
The collaborative team workshop is where alignment and momentum take shape. It begins with a structured reflection on the current year—identifying key successes, challenges, and lessons learned. This stage provides valuable insights into what has shaped the business, setting a strong foundation for the planning process.
Once there's a shared understanding of the past, the Director(s) presents the prospective vision and goals for the coming year—bringing clarity and setting the tone for an energised, purposeful discussion.
The workshop’s primary goal is to build enthusiasm and alignment across the team. Through interactive exercises and structured planning activities, we foster open dialogue, collective problem-solving, and meaningful contribution. Together, we identify key, time-bound initiatives that will drive the strategy forward—actions that will bring the plan to life and ensure measurable, tangible progress aligned with overarching goals. By engaging every team member in the process, the workshop creates a sense of clarity and cohesion, ensuring everyone is on the same page and committed to the plan.



Post-Team Workshop
Following the workshop, all outputs are distilled into a clear, structured action plan—transforming discussions into a practical roadmap for implementation. This comprehensive plan is shared with key stakeholders during a follow-up online session, ensuring clarity, alignment, and readiness to move into delivery. The action plan also provides a framework to track and manage progress with confidence.


Why Use a 3rd Party To Design & Facilitate?

Fresh Perspective & Objectivity: An external advisor offers a neutral viewpoint—highlighting blind spots, challenging assumptions, and providing constructive feedback often missed internally.

Full Participation for Business Owners: Directors are free to fully engage in the discussion—contributing insights, connecting with their team, and focusing on strategy without the distraction of managing the session.

Structured, Proven Process: A third party brings a clear, tested approach that keeps planning focused, efficient, and aligned with best practices—saving time and avoiding oversights.

Expert Facilitation: Skilled facilitation ensures sessions stay on track, everyone is heard, and discussions lead to alignment and clarity.

Time Efficiency: With day-to-day demands, planning can slip. A third party provides the additional resources to ensure planning activities happen.


Don’t leave success to chance—plan for it. The Annual Business Planning Service is a powerful step toward a future where the business thrives, adapts, and continues to grow with intention. Ready to shape what’s next? Get in touch to begin the journey.