Training by SBC

How to Properly Develop a Strategic Plan

Besides the strategic idea, here’s an efficient planning process to think about:

As part of your strategic plan, we recommend you properly measure the results as a means to ensure things are moving forward.

The four areas we have every business look at when considering what to measure are:


Financial Results


Sales Activity Results


Inventory/Supply Management


Marketing ROI

After reviewing these areas, you will have developed your own performance dashboard to measure the key elements of your organization’s performance. The next step is to lay down some actions with delegation and time commitments to make sure you have a program to get started.

Our strategic plan will work for any type of organization from big businesses to philanthropic organizations. If you are interested in creating a strategic plan, please contact our President, Jaime Hernandez.

Companies We Keep.