Plan Development

One of the keys to developing a differentiated strategy is the planning process itself. SM Advisors, “The creators and exclusive providers of the Stop Selling Vanilla Ice Cream Process” will customize the process to address the unique needs of your organization.

Strategic Plan Development

Our primary responsibility is to guide the planning team through the process, challenge them at all decision points and offer counsel when appropriate. The planning process should involve employees at all levels of the organization. SM Advisors implements several methods to accomplish company wide support and buy-in of the plan.

The business plan will be a management tool to help you run your organization – not a paper weight. SM Advisors recognizes the vast difference in planning needs for the various business types – we will provide unique planning models and methodologies for each client.

The SM Advisors Approach

We firmly believe that external Advisors are effective in driving project completion, but they must be managed properly to control costs and achieve an attractive ROI for your company.

Our Advisors will schedule an initial meeting at no charge to meet with you, identify your needs and objectives and then develop a customized proposal for your organization that will minimize your overall costs while maximizing the value to you and your company

No surprises approach – A written proposal outlining the planning process, responsibilities, costs and timing will be prepared after our initial consultation.