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Business Planning Engagement
Once the Advisory Board Program has been in place for a period of time, many clients
ask SMA to participate in or facilitate their formal annual business and strategic planning
process. SMA preaches formal annual planning as a “best management practice,” and
including the Account Executive is often a catalyst for ingraining the planning process in
the client’s corporate culture.
SMA customizes its scope of work for this step. It can range from the Account Executive
attending the planning sessions like any other planning team member to SMA facilitating
the process, providing the planning workbooks, documenting the planning session notes,
and producing the first-draft business plan.
The number of days associated with the planning process varies based on the client
company and the scope of work. The normal range is one to three days annually. |
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