Planning your next move

A Robertson Planning works directly with key decision makers:
Chief Executive Officers (CEO's), Managing Directors( MD's), General Manangers (GM's), business owners, and their teams. Together we achieve their desired business outcomes using a variety of planning solutions.

As an Accredited Associate of the Institute for Independent Business the Business Support Programme is one of the opportunities businesses of all sizes can utilise to achieve results.
The type and level of support is specifically geared to the needs and objectives of each client business, based on a proven model from which countless businesses have benefited.



Key Plans

  • Exit Planning Process
  • (Exit Planning 3 minute presentation)
  • Succession
  • Operational
  • Strategic
  • Recruitment Plan
  • Performance Management

    Key Planning Tools

  • Workshop based solutions ( Business plans, start up, operational, strategic)
  • MAUS Small Business - software based ( Job descriptions, performance management, appraisals, policy & procedures)
  • Financial Modelling( Budgets, forecasts, cash flow, KPI's, benchmarking)

    • Workshopping enables a business to achieve:

  • peak operating effectiveness
  • global competitiveness
  • internationally benchmarked efficiency levels

    • Workshopping is a powerful methodology that is the foundation for a well-structured interactive program designed for facilitating development of any plan by a workgroup or individual. The two key philosophies are communication and accountability.

    The fundamental principle of workshopping is that people work best when they are given an opportunity to provide input to the business direction.Through the use of facilitation, the challenges confronting the client are analysed.Throughout the process, the participants of the workshop enthusiastically take ownership and accountability of their ideas.

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    MAUS Small Business

    MAUS Small Business specializes in the provision of practical business management products and services, HR Solutions and investment planning tools.
    A Robertson Planning is proud to be a reseller for the award winning
    MAUS Small Business planning products.

    Key MAUS Small Business Solutions:

    1. Planning
    2. Performance Management
    3. Human Resource
    4. Organisational Efficiency

  • Policies & Procedures - customised to suit both your business and industry
  • Masterplan - plan for start ups and new business ventures
  • KPI Scorecard - visual analysis of business performance
  • Job Descriptions - boost performance & avoid employee disputes
  • Performance Review - clear concise reviews to maintain employee relationships and Builder - a professional health check on your business
  • Employee Manual - improve productivity and motivation amongst all employees.
  • OH& S Planner - protect your orgnanisation against litigation
  • Stockmarket Plus - manage, monitor and control your investments

    • Contact me for more information or to purchase these and other products.

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      Financial Modelling & Analysis - Planning with Numbers

    Services in this area include:

  • Business Value Estimates - highlighting areas of opportunities and weaknesses
  • Key Performance Indicators (KPI)- track and monitor the KPI's of the business
  • Balanced Scorecard - create a balanced scorecard for the business
  • Budgeting and forecasting - sales team analysis to achieve targets and financial goals
  • Exit planning strategies and readiness analysis
  • Net Present Value and Cash Flow analysis - Opportunities to save and cut operational costs

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

     

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