Strategic Planning Engagement
A multi-week advisory engagement that turns leadership debate into a written twelve-month strategy with owners, measures, and resource choices.
Who this is for
Owners and senior teams in New Zealand small and medium-sized businesses who need a clear direction before the next hiring wave, site lease, product line, or capital conversation. Typical clients employ between eight and one hundred and twenty people and already have enough history to make trade-offs — they do not need another generic vision statement.
Result you leave with
A written strategy for the next twelve months: market focus, three to five priorities, capacity and cash implications, named owners, and a ninety-day start plan. You also receive a short decision log so later debates do not reopen settled choices without cause.
What is included
- Document review of financials, org chart, and existing plans (as available)
- Interviews with owners and selected managers
- Two facilitated planning workshops (half-day to full-day)
- Draft and final strategy document
- A ninety-day action board with owners and review dates
- One follow-up check-in four to six weeks after delivery
What is excluded
- Ongoing general management or interim executive work
- Detailed financial modelling beyond planning-level cash and capacity views
- Recruitment, legal drafting, or accounting filings
- Multi-year M&A sell-side processes (we can refer you)
How we work
- Scope call — confirm decisions on the table, participants, and timing.
- Discovery — interviews and document review, usually one to two weeks.
- Workshops — pressure-test options, choose markets and priorities, name owners.
- Write-up — you review a draft; we tighten language and measures with you.
- Handover — final document plus a short session to start the first ninety days.
Duration and delivery
Most engagements run five to eight weeks, depending on diary availability and how many sites or business units are involved. Sessions are held at our Auckland office, at your premises, or split across both. Regional travel within New Zealand is available by arrangement.
Preparation
Please nominate a single client lead, share the last two years of high-level financials if you can, and list the decisions that must be settled by the end date. Co-owners who can block the plan should be in at least one workshop.
Pricing basis
Fixed fee quoted after the scope call. Fees reflect workshop count, travel, and number of interview participants. A deposit confirms the calendar hold; see our refund policy for cancellation and rescheduling rules.
Next step
Request a planning conversation and tell us your timeline. If a full engagement is more than you need right now, we may suggest a Strategy Diagnostic instead.