13-week growth plan
The whole quarter on one sheet, with a fortnightly meeting until week 13.
A full plan for a joinery firm
Eight people, mostly kitchens and fitted furniture (sample). This is the plan in week 9.
Sample plan: Hollins Joinery
Week 9 of 13 (sample)
Job, who does it
12345678910111213
Health check and costed jobs
Adviser, weeks 1 to 2
Done, weeks 1 to 2
New quote template with stage payments
Owner and adviser, weeks 3 to 4
Done, weeks 3 to 4
Deposit of 30% on every new kitchen
Owner, weeks 5 to 13
Under way, weeks 5 to 13
Chase the six oldest unpaid invoices
Office manager, weeks 5 to 7
Done, weeks 5 to 7
Workshop foreman role and advert
Owner and adviser, weeks 7 to 12
Under way, weeks 7 to 12
Review, and the next quarter's plan
Owner and adviser, week 13
Planned, week 13
Done Under way Planned This week
How an engagement runs
Four phases on the same thirteen weeks. You do most of the work, because it is your business; we bring the numbers, the plan and a fortnightly meeting that keeps it moving.
An engagement, week by week
Typical 13-week plan
Phase
12345678910111213
Look
We read the numbers and watch a normal week, weeks 1 to 2
Under way, weeks 1 to 2
Plan
We agree the jobs, who does each one, and by which week, weeks 3 to 4
Under way, weeks 3 to 4
Do
You run the jobs; we meet every fortnight, weeks 5 to 12
Under way, weeks 5 to 12
Review
What got done, what did not, the next plan, week 13
Under way, week 13
Done Under way Planned
The plan stays on your wall, not in our files
Every job has a name next to it and the weeks it should take. When something slips, we move it on the plan together and say why, so the next quarter starts from what really happened.
Start with a free first meeting
Forty-five minutes at our office or at your business. Bring last year’s accounts and a recent bank statement, and you leave knowing whether we can help and where we would start.