B.X. Annual Strategy Roadmap
Turn the next 12 months into a clear strategic direction.
The B.X. Annual Strategy Roadmap is a comprehensive strategic planning engagement designed for entrepreneurs, professionals, organizations, and business owners who need more than a short term action plan. This service helps you step back from the day to day operation of the business and determine what deserves attention across the next 12 months.
Instead of entering the year with disconnected goals, competing priorities, and ideas that never make it into an organized plan, we work with you to establish the strategic direction of the business, identify the most important annual priorities, organize major initiatives, and determine how those priorities should unfold throughout the year.
The goal is not to create a calendar filled with tasks. The goal is to create a strategic framework that helps you make better decisions throughout the year.
WHAT'S INCLUDED:
Pre engagement strategic questionnaire
Review of current business goals, priorities, challenges, opportunities, and major initiatives
Review of relevant business, brand, operational, planning, and strategic materials supplied for the engagement
Deeper research where necessary to support strategic planning and decision making
Identification of the most important annual business priorities
Development of strategic themes and areas of focus for the year
Prioritization and sequencing of major initiatives
Quarterly milestone planning for Q1, Q2, Q3, and Q4
Identification of important dependencies, risks, opportunities, and decision points
Resource and capacity considerations for major priorities
Strategic recommendations based on the findings and annual objectives
Professionally organized Annual Strategy Roadmap
Leadership or owner strategy presentation reviewing the roadmap and recommended direction
BEST FOR:
Entrepreneurs, professionals, organizations, and business owners who already have an operating business, developing organization, significant project portfolio, or growth agenda and need a structured strategic plan for the next 12 months.
WHAT YOU WILL WALK AWAY WITH:
You will have a clearer strategic direction for the year, defined priorities, quarterly milestones, better sequencing of major initiatives, resource considerations, identified risks and opportunities, and a structured Annual Strategy Roadmap that can be referenced throughout the year.
IMPORTANT:
The B.X. Annual Strategy Roadmap is a strategic planning engagement. Implementation, standalone comprehensive market research, website development, branding, advertising management, full business plan development, legal document preparation, accounting, tax services, and financial modeling are not automatically included unless specifically stated in writing.
INVESTMENT:
Starting at $2,500
Final investment is based on the approved scope of the engagement.
Turn the next 12 months into a clear strategic direction.
The B.X. Annual Strategy Roadmap is a comprehensive strategic planning engagement designed for entrepreneurs, professionals, organizations, and business owners who need more than a short term action plan. This service helps you step back from the day to day operation of the business and determine what deserves attention across the next 12 months.
Instead of entering the year with disconnected goals, competing priorities, and ideas that never make it into an organized plan, we work with you to establish the strategic direction of the business, identify the most important annual priorities, organize major initiatives, and determine how those priorities should unfold throughout the year.
The goal is not to create a calendar filled with tasks. The goal is to create a strategic framework that helps you make better decisions throughout the year.
WHAT'S INCLUDED:
Pre engagement strategic questionnaire
Review of current business goals, priorities, challenges, opportunities, and major initiatives
Review of relevant business, brand, operational, planning, and strategic materials supplied for the engagement
Deeper research where necessary to support strategic planning and decision making
Identification of the most important annual business priorities
Development of strategic themes and areas of focus for the year
Prioritization and sequencing of major initiatives
Quarterly milestone planning for Q1, Q2, Q3, and Q4
Identification of important dependencies, risks, opportunities, and decision points
Resource and capacity considerations for major priorities
Strategic recommendations based on the findings and annual objectives
Professionally organized Annual Strategy Roadmap
Leadership or owner strategy presentation reviewing the roadmap and recommended direction
BEST FOR:
Entrepreneurs, professionals, organizations, and business owners who already have an operating business, developing organization, significant project portfolio, or growth agenda and need a structured strategic plan for the next 12 months.
WHAT YOU WILL WALK AWAY WITH:
You will have a clearer strategic direction for the year, defined priorities, quarterly milestones, better sequencing of major initiatives, resource considerations, identified risks and opportunities, and a structured Annual Strategy Roadmap that can be referenced throughout the year.
IMPORTANT:
The B.X. Annual Strategy Roadmap is a strategic planning engagement. Implementation, standalone comprehensive market research, website development, branding, advertising management, full business plan development, legal document preparation, accounting, tax services, and financial modeling are not automatically included unless specifically stated in writing.
INVESTMENT:
Starting at $2,500
Final investment is based on the approved scope of the engagement.

