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With Labor Day behind us, many companies, now face the end of the year sprint. What can we do to hit our sales target, meet our budget, and achieve the goals we set last year? More commonly, this is when the realization begins to set in how far off we will be.
Why is that? Why do our strategy sessions of yesteryear that once sparked success now sit silent as we scramble to salvage the year? Is it over-planning, failing to engage stakeholders, or clinging to rigid strategies that derail even the most well-intentioned plans?
As CFOs, heading into the final third of the year, this is when we begin our planning for next year. However, here at ProCFO Partners, we approach this topic a bit differently than most. There is a key balance that is often lost when many go through the motions of strategic planning.
At ProCFO Partners, we understand the balance between planning and strategy that Mintzberg describes. That’s why ProCFO Partners Annual Strategic Planning Workshop is designed to unlock your organization’s full potential—where vision meets execution. Joining industry leaders to craft a strategy that drives results and fuels growth! The workshop results in an aligned team supported with a one-page strategic plan, with clear actions, targets, accountability, and KPIs. Interested in how our Annual Strategic Planning Workshop can help your organization? Contact us to learn more!
This approach strikes that balance between deliberate planning and the flexibility to adapt as new information and circumstances arise. This allows organizations to remain agile while staying aligned with long-term objectives. To get it right, you need to blend structured planning with the ability to pivot when necessary.
Engage your team in the planning process early and often, ensuring everyone is aligned and invested in the outcomes. You must treat your plan as a living document, one that evolves with your business, rather than a static blueprint.
Nelson Tepfer
Co-Founder & CEO
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Josh Salisbury
CFO | Principal
Josh is an accomplished financial executive and leader with over $30 billion in transactions in Mergers and Acquisitions, Equity, and Debt Capital raising. His extensive experience spans healthcare (life sciences, medical technology, services), industrials, consumer and consumer health, and technology (AI, robotics, SaaS platforms, logistics). [Read More]
Melanie Shaw
CFO | Principal
Melanie is a strategic finance professional who brings innovative energy, along with powerful Strategy, Vision, and Collaboration, through a passion for service, impact, and partnerships. Her 20+ years of expertise includes a broad range of industries including multi-unit restaurant, consumer packaged goods, association management, and manufacturing. [Read More]
