Thank you for your interest. Our Business Planning Scorecard helps you and your business planning advisers keep score of eight important planning categories. What this means to you is that you will quickly identify the specific areas that may need your focused effort, energy and resources and where you are doing really well! The real benefit to you is being confident that you and your planning team are on the same page paying attention to the very areas that are important to you, your company and those you care about.
The Business Continuity Scorecard
Download a copy of the Scorecard here
The scorecard consists of four statements for each of eight business planning categories. For each category, read the four statements and score from 1-12 depending on which statement most resonates with you. Enter your score in the “Score Now” column. After you have read and scored the eight mindsets, add your “Score Now.” Next, think of a time in the short future, maybe 3-12 months from now, when you would like to have made improvements to your score and put that date right above “Goal,” the last column. Re-read each mindset statement and give yourself the score you would like attain by your goal date. Add up your “Goal” score. You are now ready to see where you and your advisers may need to focus attention to continue your business planning progress. Our goal is to help you reach yours. Drop me a line and we will be able to quickly ascertain if we may have the basis for a mutually beneficial relationship. I would welcome that conversation.