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8-Step Plan

Initial Discussion

Briefing with business leadership team

Period of discussion

Assessing the financial and trading position

(Profit and Loss + Balance Sheet + performance v Budget and KPIs)

Explain Findings

Present solutions and the plan to get to the objectives – gain approval from business leadership

Financial Forecast

Define what the outcome could look like

Oversee

Oversee plan implementation at an operational level

Reporting

Arrange a time for regular progress and reporting back to the leadership team

Revisit

Revisit plan to react to areas that are working well as well as those that are not meeting expectations

Review

Continuous review and updates with business leadership

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