PMG Process

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PMG follows tested processes that yield dependable results. The specific steps will vary somewhat depending which of our services your company uses and the needs of your company.

Following is a snapshot the process you can expect when you hire PMG for our strategic planning, implementation and business coaching services.

Orientation phone meeting

01

Orientation phone meeting

DURATION : 90 Minutes

Description
Discuss company background, challenges and goals

Approach discussion

02

Approach discussion

DURATION : 60 Minutes

Description
Establish agreement on goals and boundaries

Research & observation

03

Research & observation

DURATION : 10 - 30 Hours

Description

  • Research industry and competition
  • Observe company methodologies and financials
  • Obtain personnel feedback with 1:1 calls, surveys and group meetings
Organize key Information into our Strategile proprietary software

04

Organize key Information into our Strategile proprietary software

DURATION : 2-3 Weeks

Description
Information may include:

  • Vision, mission, values
  • Market analysis
  • Company self-assessment
  • Products and services
  • Competitive analysis
  • PEST andr SWOT analyses from previous steps.
Offsite with Executive Team

05

Offsite with Executive Team

DURATION : 2 - 3 Days

Description

  • Review and complete vision, market analysis, company self-assessment, products and services analysis, competitive analysis
  • Establish 3 to 4 strategic initiatives for use over the next 18-36 months and create action steps to initiate them
  • Establish business goals, their analytics and action plans for 12 months
  • Establish sizable risks and draft plans to address them.
  • Establish good opportunities and plans to address them including projected ROIs.
Strategy meeting to review and confirm offsite work

06

Strategy meeting to review and confirm offsite work

DURATION : 2-3 Weeks

Description
Information may include:

  • Confirm critical actions; duration, start/finish
  • Obtain 100% buy-in
  • Develop action steps to include management team and allocate responsibilities
Implementation & monitoring

07

Implementation & monitoring

DURATION : Varies according to company needs

Description

  • Monitor progress
  • Participate in weekly or monthly meetings until team is proficient in executing and monitoring the plans

Exclusive Coaching As Needed

Quarterly reviews

08

Quarterly reviews

DURATION : 2-3 Hours Each

Annual review and creating of next year’s goals

09

Annual review and creating of next year’s goals

DURATION : 2 days (or as agenda dictates)

Periodic monitoring & reviews

10

Periodic monitoring & reviews

DURATION : 2-3 Years (from implementation)

Book a No-Fee Consultation

We invite you to schedule a virtual consultation with us to talk about your business visions and challenges.

There is no obligation, no fee and no pressure. You may come away with some great ideas whether or not we work together in the future...