Business Vision Planner

Your client runs a service business with 12 people. They are competent at quarterly planning. They have not thought seriously about where the business is going in five years because the quarterly urgency always arrives before the five-year question gets answered. Their team is starting to ask questions the client cannot answer: 'Are we going to expand to a second location?', 'Is there a path to ownership for senior staff?', 'What kind of company are we building?' These are five-year questions. The business is functional and directionless, and the people with the most to gain from its direction cannot see it. The Business Vision Planner is the right tool here because the backward-planning structure forces the five-year stake to be planted before filling in the years between.

Frame this as a working draft rather than a binding commitment. 'The planner produces a working five-year picture - not ...