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)

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