Harts CHARTERED ACCOUNTANTS

Strategic Planning

23rd Jul
Strategic Planning Webiinar

As we come out of lockdown and business starts to begin the process of getting back to some sort of normality, now is the perfect time to take a fresh look at your business. The best way to do that is by doing a strategic plan. This is not a business plan, but a plan that will involve looking at where you are now, where you want to be in 5 years time, and then planning a route of how to get there.

Have you ever taken the time to consider what you want and where you want to go with your business? This is not where other people tell you to go, but where you want to go. There are no right or wrong answers to this but preparing some strategy for the future will give you much more focus and direction to be able to achieve your goals.

In normal times, doing a plan would be very useful, now it’s vital. The pandemic has changed the way we think, work and operate businesses and this is likely to continue for some time. Are you ready for the change? You should not be afraid of change but embrace it and plan for it.

In doing a strategic plan, we look at a number of areas of your business but the most important part will be what you want from a personal and business point of view. What motivates you? How do you feel on a Sunday evening? What’s important to you right now? What are you trying to achieve? These are all questions we consider when we run strategic planning sessions with clients.

Not only that, but we also look at:

  • Your products and services and what new ones you might want to offer.
  • The business structure and your team.
  • What marketing activity you do.
  • What is the business culture?
  • Financial modelling.

There is much more that’s covered when we work with you to achieve what you want.

The initial session lasts about half a day and we follow up with you on a regular basis to make sure you are on target with your plans.

Don’t just take our word for it, I have added a couple of testimonials below from clients who have taken part or watch this short video (approximately 5 minutes)

To book your session, please get in touch at sglicher@harts-ltd.com.


“We worked with Steven and the team at Harts to define the strategic plan for our business. We found the session incredibly useful, shining a light on motivations, strengths, and weaknesses, to formulate a real roadmap for the business with fixed objectives that are measurable. Having the strategic plan with a series of KPI’s and dates allocated to various actions it has helped us keep the business on track and give us a much better vision to see if we are still where we need to be. I would highly recommend this session for anyone who is running their own business, even if you think you already know it all, it’s really insightful and helpful having a well-informed but unbiased 3rd party work through the detail with you.” Lee Ashton Managing Director


“We were experiencing rapid growth for the past few years and opportunities had led us to stray from our core strengths and we were suffering the effects of being stretched without a plan to support our ambitions. We needed to clarify what we wanted to achieve in the future and create a shared vision we could articulate to the entire organisation. Steven Glicher at Harts Accountancy has been asking us for the last year or so to conduct a strategic plan for the business. Never having been through a strategic planning process, I was unsure and to be honest somewhat sceptical as to the value, but this mindset was quickly changed upon meeting with Harts and discussing how the plan will help our business. They have a well thought out, fully developed process. The strategic plan was truly a defining moment for the future of our company. It led us to make many critical decisions about our business all centred on narrowing our focus to our core strengths and then maximizing our success in these defined areas, it also allowed us to look at the business in a different way where now we have a defined path to achieve our goals. Harts Accountancy has been instrumental in this process, not just at the discovery, formulation, and implementation stage, but also, they will be a vital long-term continuation of our Strategic Planning Process. I would highly recommend Harts Accountancy to any organization planning to grow their business.” Durgham Shamot Chief Executive