Actionable Strategies & Analytics for Small & Mid-size Businesses
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Services and Engagement Model

Our services and engagement model are designed to help you develop actionable strategies and analytics to meet your organization’s goals.


Plan to PErform

Successful strategy execution starts with a well-aligned plan and rigorously prioritized and measurable goals. Most crucially, it requires disciplined execution of the goals and regular reviews of its progress. Edge Strategic Planning can help you with this so you can focus on running your business.

NOW-WHERE-HOW PLANNING FRAMEWORK


Services

  • Strategy Meeting Facilitation 

  • Market and Industry Review

  • Trend and Situation Analysis

  • Strategic Planning

  • Financial Modeling

  • Defining Priorities for Strategy Execution

  • Budgeting & Annual Goal Setting 

  • Functional Area Strategic Planning (e.g. R&D)

  • Monthly/Quarterly Business Analysis


ANALYTICS to ACCELERATE

Digital transformation and data science are must-haves. But, is the data generating value for your business? At Edge Strategic Planning, we take an actionable approach to analytics by ensuring your systems are optimized for relevant data collection and the findings drive sales.

CROSSING THE CHASM- Geoffrey A. Moore


Services

  • Data Driven Commercial Strategy Development

  • Design and Review of Business Model

  • Pricing Analysis

  • Sales Planning

  • Quota, Goal Setting and Commission Plan Design

  • Identification of Business and Functional Area KPIs

  • System Implementation and Optimization for Data Analysis (SAP, QAD, Salesforce.com, Tableau, etc.)


MESSAGE TO motivate

A strategy that is easy to communicate and clearly understood by all stakeholders is crucial for successful execution. It ensures a team is motivated and headed in the same direction. We can support your internal communications and change management keeping your team engaged and focused.

KÜBLER-ROSS CHANGE CURVE

KÜBLER-ROSS CHANGE CURVE


Services

  • Change and Transformation Plans including Digital Transformations

  • Messaging to Employees, Boards and Investors, including Presentations and Dashboards

  • Incentive Plans for Teams

  • Team Building Workshops

  • Global Team Conferences - Agenda and Facilitation


Engagement Model

Our engagement model is designed to encourage small and mid-size companies engage in timely and consistent planning. Based on your service needs, we will engage with you on a fixed project (e.g. meeting facilitation) or on an hourly basis (e.g. advisory services).

We also offer monthly/quarterly check-ins to review your progress and help you stay on course to meet your organization’s goals. If you choose to engage with us to both develop and support implementation of your strategy, please enquire about our “collaboration model.”

In our experience, small and mid-size businesses tend to prioritize strategic and planning topics when the going is tough. When in fact, these efforts can prevent a tough situation in the first place. We recognize this choice is typically driven by limited resources and bandwidth and we are here to help.

To learn more please email or call.