Some frequently asked questions:

For those companies already using or familiar with some of these planning tools.

Q.Why choose A Robertson Planning?

A.Est. 1999 with over 20 years experience in financial management, planning and analysis, Leonard has the combined skills of planning, evaluating and implementing relevant strategies. Confidentiality, trust and relationship building have been essential in business success.
Q. I want to exit my business,how do you go about it?

A. We have a stepped approach to exit strategies the first of which is to assess how prepared and ready you and the business are for the exit. An analysis which takes you through the whole process is the initial phase. After that you will have a report on the the nest best steps to exit your business.

Q. What is the best way to improve staff morale and motivation?

A.The starting point is to have performance management systems in place that enable everyone to use tools that facilitate open and equitable communications and review processes.

Q. What are the tools and how can I improve team performance?

A.The 5 tools are

1) Recruitment - Choosing the right people

2) Job Descriptions -Communicate expectations

3) Performance Review - Conduct them regularly

4) Employee/Procedures Manual - Communicate guidelines

5) Key Performance Indicators - Set,monitor and use for reward and recognition

Q. There are so many planning options, which one is suited to my current needs?

A.Choosing the right plan can be complex.This needs prioritisation and budgeting to address both short term and long term needs.

Q. I am currently using 'XYZ' who we are very happy with, why should we add another tool?

A. Current relationships are common.If you are open about different approaches you can always complement your current programmes.

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For those companies who are considering implementing some of these tools.

Q.We have been successful to date without any structured planning or using any tools, why should I start using them now?

A. Planning is required to take any business to the next level of efficiently. Sure, you may get there, however at what cost and how long will it take you?

Q. Why should I use an outside person who doesn't understand my business? How can they have the same motivation as the directors/partners?

A. Objectivity is the key here. A person from outside the business can bring an objective and different perspective on challenges and share best practise experience. They don't get bogged down with the day-to day operations.

Q. I am very interested in improving all areas of our business; my 2 other partners are not convinced. How do I convince them?

A. Partners,Directors,GM's,CEO's and business owners should relish a team member that comes forward with new ideas. Get them together for a business brainstorm and see what happens. Using an objective facilitator will help to break down the barriers.Open minded business managers will always gain more benefits in the long run.

Q. I have just employed a GM or about to appoint one,can't they can do all the work instead of employing outsiders?

A.The best GM's always seek relevant tools to make sure that they are successful in achieving business outcomes.

Q. I feel that tight structures like planning will effect the creativity and flexibility of staff.

A. The reality is that by planning it will free your staff to have more time for creativity.They won't be bogged down by administration and firefighting.

Q. How can I test some of the benefits of planning without committing to a whole yearly programme? I haven't budgeted for any of these plans.

A. By completing a facilitated diagnostic on the current situation of your business.This can help assess whether there is a suitable match.

Do you have any more questions? Email your thoughts.

Email: leonard@arplanning.com.au

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Is your business well planned? Try this checklist.

1) Does your business have a current written document that outlines its direction?
2) Operationally, is the business as efficient as it can be?
3) Do you have an exit plan?
4) Are Key Performance Indicators in place and understood by the whole team?
5) Do you know how much your business is worth?
6) Is there a Performance Management system in place?
7) Do you have a budget and/or forecast?
8) Is your Policy and Procedures manual current?
9) Have you completed a SWOT analysis within the last 12 months?
10) Is your business culture at its highest level?


If you answered NO to any one of these questions, we can discuss the best solution for your business challenges.

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Email: leonard@arplanning.com.au
Ph : 02 91814834
Mob: 0409 152 874

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