Your business idea or business entity, whether recently hatched or ongoing, must have a clear and credible annual plan of action. No professional investor or manager will support your dream without a persuasive strategic and financial plan.

SBW has created Foresight Strategic and Financial Organizer to facilitate creation of your persuasive plan. Foresight Strategic and Financial Organizer, is a downloadable, step by step template that will guide you through the complete development of a plan that will enable you to:

• Convince Funding Sources to Invest
• Influence Senior Managers to Approve Long Range Plans
• Evaluate Your Businesses Competitive Position and Viability
• Test Options for Strategic Directions

What Do You Get?

• A downloadable strategic plan template in WORD and financial plan template in EXCEL.
• Instructions for completing your plans and guidance through the step by step process to create your strategic plan in WORD and financial plan in EXCEL.
• Professional pre-formatted, printable final documents—no customization needed.
• Name, brand, logo and identification capability
• Gold standard business and academic format of required content    
• Complete 5 year financial data including income statement, cash flow, balance sheet

Foresight products are built in WORD and EXCEL. All non-text and formula fields are locked to avoid unintended errors. Any WORD or EXCEL expert can assist if you experience problems. If you are unable to resolve a technical problem locally, your saved templates can be e-mailed to SBW with an explanation of the issue. SBW will correct the problem at no charge if the problem is native to the SBW design of the Foresight Product. A $50 charge will apply for resolution of non-SBW design problems.

What about Strategic Consulting Support?

SBW can consult on any strategic plan process on a fee arranged basis. Please contact us.