About

A) BUSINESS PLANNING & FINANCIAL MODELLING

The service we deliver is a comprehensive program on how to create a Business Plan with accompanying Financial Model. The Business Owners will receive Editable Templates, How to Guides and Training support.

Objectives

• Owners Mandate – Short to medium term expectations and commitments
• Strategic Planning – Long term aspirations that may never change
• Business Planning – Medium term intentions that are viewed Annually
• Annual Planning – Short term outcomes that are reviewed Quarterly / Monthly
• Financial Forecasting – Business Model; Medium Term (3 Year) Forecast; Annual Budget; Monitoring, Measurement & Reporting

The services will be delivered in-person one on one initially and then remotely as we develop the required outcomes

Outcomes

The business owner / business manager will learn how to: 

• Understand the Planning process and the importance of following the inter-related steps
• Complete the initial plans and how, and when, to update them as scheduled
• Build a business model with financial and operational metrics that are critical to the business
• Build a financial forecast that includes operating and capital budgets and supports the Business Model
• Monitor the business metrics and how to respond to variations from plans

B) SALES & MARKETING PLANNING

The service we deliver is a comprehensive program to create a Sales & Marketing Plan with accompanying Forecasts. The Business Owners will receive Editable Templates, How to Guides and Training support.

Objectives

• Marketing Plan – Marketing Strategies and Communications Tactics
• Sales Approach Plan – Sales Strategies and Sales System
• Revenue Forecast – Revenue Forecast generated by Source

The services will be delivered in-person one on one initially and then remotely as we develop the required outcomes

Outcomes

The business owner / business manager will learn how to: 

• Understand the Sales and Marketing Planning processes and the importance of following the inter-related steps
• Complete the initial plans and how, and when, to update them as scheduled
• Build a Revenue Model with Sales and Marketing metrics that are critical to the business success
• Monitor the communications, customer and revenue metrics and how to respond to variations from plans

Xception offers Services that are registered with Management Capability Development Fund. For more information on the Management Capability Development Fund or to find your local Growth Advisor go to www.regionalbusinesspartners.co.nz or Contact Marlborough Chamber of Commerce