The Celestis Business Planning workshop was offered to financial advisors who are serious about making the most of 2011. It focused on key issues of business planning and provided practical, easy to use tools that will assist in the planning process. The aim is to assist you in employing winning strategies in a business plan that will ensure the achievement of your goals and priorities - easily and immediately.

The agenda for the workshop was as follows

Introduction
Why business planning leads to success

Strategy in business planning - guest speaker John Stretch
The role of strategy and tactics in business

The business planning process
A practical business planning process with appropriate tools provided

Where are you headed
Making sure that your vision defines your business
Establishing goals that will drive your business in the direction you want

The driving force
Identifying your business strategies

Involving the team
Allocating responsibilities
Providing a platform for evaluation and incentivisation

Developing your action plans
Putting it all together

Implementation and reviews
Making it work
Checks and balances

Click here to download the agenda in pdf format.