Your Roadmap to Success

Stage 1: Assess

Establishing where we are now

We take a deep dive into your business from financial and non-financial perspectives to uncover its strengths, weaknesses and opportunities. Vision, people, process, culture, marketing, historical performance, trends, growth and profitability all come under the spotlight. At the end of stage one we have a much clearer understanding of you and your business.

Stage 3: Action

Planning how we get to our destination

The most challenging stage because now we start to implement and that can mean delivering change. But if nothing changes, nothing changes! This is where we come into our own. We don’t give you a plan and leave you to it, we work with you and your team to overcome any barriers and to achieve our business planning goals.

Stage 2: Plan

Determining where we want to be

We cut and dice your business analytically in ways you can’t even imagine and begin building scenarios for growth, profitability and structure. In dialogue with you, we finesse and refine the scenarios to determine your three-year strategic plan – your business roadmap.

Stage 4: Control

Knowing we are on track

Continuous monitoring and performance management of the business and its people are crucial for staying on track and fulfilling your business goals. We help you establish effective control mechanisms that monitor progress. From the introduction of team reviews and monthly management accounts to a dashboard of personalised key performance indicators (KPIs), our early warning systems enable us to make responsive operational adjustments that keep us on track.

About Spot On Business Planning

Stage 1: Assess - Where are we now

This is where we conduct financial and non-financial assessments. We identify the financial and non-financial strengths, weaknesses, opportunities and threats that lay a solid foundation for the strategic planning that follows.

Stage 2: Plan - Where are we going?

With a clear understanding of your current position, we work together to define your vision and strategy for the future. This stage is all about setting ambitious yet achievable goals and determining the roadmap for achieving them.

Stage 3: Action - How will we get there?

With the roadmap in place, it's time to roll up our sleeves and put the strategic plan into action. We develop detailed implementation plans tailored to your business needs, and we work with you and your time collaboratively, to ensure our plans become actions.

Stage 4: Control - How will we know we are on track?

Continuous monitoring and performance management are crucial for staying on track and fulfilling your business goals. We help you establish effective control mechanisms to track progress including a dashboard of personalised key performance indicators (KPIs) to identify roadblocks and make the necessary adjustments to keep business performance on track.

How it works in a nutshell

Together, at your side, we learn a phenomenal amount of information about your unique business and have your practice at our heart. By understanding the numbers, you are empowered to make better, more informed decisions that will have a positive impact for years to come.

We are not accountants; we are so much more than that. We are your non-clinical business partner: whatever your problem, we are your first port of call. It is the detail of understanding we build about you and your practice that forms the basis of our approach - and your success. Whatever decision you must make, we will help you reach the right one, at the right time, based on the numbers. We don’t just analyse your numbers, although that is at the heart of what we do. We get an understanding of your whole business: your people, your culture and your patient journey and then we work with you and your team to transform performance.

When you engage us, you will have a dedicated business analyst who acts as your main point of contact and ensures your journey and engagement with us is optimised. Your accounting technician will ‘keep score’ and update your business numbers each month so we can track performance and report on progress. You will work with our marketing team to determine a marketing strategy and identify and overcome any weaknesses in your sales pipeline. You and your team will have access to the Spot On Business Academy (SOBA), Spot On’s own dental academy - a CPD suite of training and development videos that facilitates the growth and development of you and your team.

We don’t do things for you we do them with you, that underpins a sound partnership. We need you to provide the information that enables us to help you. Your engagement in the process and your willingness to implement agreed decisions is fundamental to success.

Book a free consultation