Business Planning + Strategy

Business Planning + Strategic Execution

A business plan is a critical foundation for a successful and sustainable business. This is your roadmap and how you join the fundamentals of your business together. This service is designed for ambitious business owners who need further expertise to define the road to success.

Atlas + Oak can provide Business Planning services which include;

  • A short or long-form annual business plan, customised to your bespoke business strategy

  • A full day workshop (or two consecutive half-day workshops) with both the principles of Atlas and Oak

  • An in-depth look at the overall purpose of your business, defining it’s vision, mission and values

  • An in-depth look at the market your business operates in, defining it’s market and competitor analysis, target audience and perspective clients, your business’s market position, and how it will find it’s customers

  • An in-depth look at the operations of your business, defining it’s products and prices, systems and processes, team members and retention strategies, legal and structural requirements, a business risk matrix and/or SWOT analysis

  • A high level financial forecast turning the business’s vision into clear financial objectives (optional but highly recommended)

  • Clear and actionable yearly and quarterly goals

  • Defined Key Performance Indicators (KPI’s) to help you measure the success of achieving the goals you set

    Day Workshop |  Services start from $2,000 +GST 


Monthly, Bi-Monthly or Quarterly Support Sessions

Businesses that have an independent party helping them to stay focused and accountable on achieving their goals, are much more likely to achieve them than those who don’t.

Atlas + Oak provide quarterly growth review sessions, which include;

  • A review of what you set out to achieve from your strategic and annual business planning session

  • Follow ups to see how achievements are progressing, and which systems could be refined further to help

  • Advice and consult for next critical tasks for the quarter ahead

  • Recommendations to ensure your business has the momentum and expertise in place to achieve your business goals

  • A financial report on the business is tracking, with a simplified dashboard to provide insights

  • A digital marketing update providing data into your market position and how to leverage this further 

Half day, Quarterly |  $750 +GST  

Got questions before getting started?

Totally understandable. We’re happy to chat through the above services to figure out what will suit you and your business best, based on where you’re at in your business journey. Send a message via the button below and we’ll organise a quick phone chat and complimentary consultation from there.