Strategy and Business Planning

Strategy and Business Planning is at the core of every leader. By understanding the strategic make-up of a plan, embedding this into your business as well as how to adapt to changing environments, you will learn all the core skills to develop in this area.

At the end of the sessions you will be able to:

• Explain why strategic planning is important
• Identify the external and internal factors that will affect a strategy
• Describe the strategic options a business may choose
• Demonstrate the process of creating a business plan
• Outline the elements of launching and monitoring a business plan

From understanding the process to developing a plan and all the bits in between, your trainer will take you on a journey to embed strategy and business planning within your brokerage and give you the tools to add real value.

• Corporate and Business Planning Process
• Introducing and Diagnosing the Business Model (inc FCA)
• Business Model Application and Documenting
• What Makes a “Good” Strategy
• The Process of Strategy Part 1
• The Tools of Strategic Analysis ….Without Strategic Paralysis
• Applying SWOT to Case Study
• The Process of Strategy Part 2: Introducing the One-Year Business Plan and its Structure
• Module Introduction: Review Progress
• Introduction of Business Planning (inc case Study)
• Implications – “So What?” for the Broking Sector?
• Writing the Business Plan
• Innovation: Enabler or Disruptor?
• Case Study, Business Plan Highlights…End with Strategic Drift
• Summary and Look Forward to Team Leadership…and Financial Management