Strategy and Planning

According to a Harvard study, prior to graduation, it was determined that:

84% of the entire class had set no goals at all

13% of the class had set written goals but had no concrete plans

3% of the class had both written goals and concrete plans

The Results?

Well, you’ve likely somewhat guessed it. 10 years later, the 13% of the class that had set written goals but had not created plans, were making twice as much money as the 84% of the class that had set no goals at all.

However, the apparent kicker is that the 3% of the class that had both written goals and a plan, were making ten times as much as the rest of the 97% of the class. 

That bears repeating 10x as much as the rest of the class!

Imagine if in your business you not only wrote down goals, but you also had a plan to back your goals!!

Click the link below to schedule your discovery call to learn about our Strategic Planning Services.

We Are the Missing Ingredient in Your Business

In our opinion, every successful business needs 3 key roles filled to reach their ultimate dream business; the visionary, the planner and the doer! We have discovered that many entrepreneurs are visionaries by nature and many have armed themselves with a team of task doers! This is the reason they have been able to create some success in their business! They could have even greater success if they just had the one ingredient many of them are missing; the plan to get them there!

The Weld Group is that missing ingredient and our primary focus is to act as the planner in the business and create the plan needed to achieve success.

We have been told by clients that our sweet spot in working with them is in strengthening their teams. They feel after working with us that they have the people on their team doing what needs to be done and feeling 100% satisfied in their role in the company. That together with their step-by-step plan for growth, both from an HR perspective and from an overall business vision, has them feeling more relaxed and excited with their business than they have in years.

If you are ready to finally have the business you have always dreamt about, click on the link below to learn how!

The Business Optimization Strategy Plan : Your GPS to Unlocking Your Business' Full Potential

Ready to take your business on a transformative journey toward success? Picture a day dedicated to analyzing and unleashing the true potential of your organization. Our Business Optimization Strategy Plan acts as your personalized GPS, guiding you through a deep-dive session to uncover hidden opportunities, overcome challenges, and pave the way for lasting success.

During this immersive experience, our expert business consultant will closely collaborate with you to dissect every aspect of your business, similar to navigating the twists and turns of a road trip. Through insightful questioning and rigorous analysis, we'll identify the barriers that have hindered your progress and develop a strategic roadmap customized to your business's unique needs and goals.

Our objectives in this intensive session mirror the GPS waypoints that lead you to your desired destination. Gain unparalleled insights as our expert consultant delves deep into your business, uncovering hidden challenges and untapped potential. Identify key areas for improvement that act as roadblocks, such as high employee turnover or inefficient training processes. Together, we'll craft a customized action plan, mapping out actionable steps to enhance efficiency, employee management, and overall operations.

Unlocking the power of core values is akin to finding the right fuel for your journey. Discover how hiring based on core values, rather than mere skills, can build a winning team that aligns with your vision and propels your business forward. Establish a culture of success by implementing clear roles, responsibilities, and accountabilities, creating a harmonious team that shares your business values.

Think of the comprehensive training guidebook as your reliable navigation system. Gain invaluable insights into documenting your business processes through step-by-step standard operating procedure manuals. This guidebook will reduce onboarding time, enhance training consistency, and ensure smoother operations as you embark on your business journey.

Accelerate your growth trajectory and position your business for sustainable success with our proven strategies and expert guidance. Countless businesses have achieved remarkable results using our GPS approach. Don't miss this opportunity to revolutionize your business and leave the challenges behind. Book one of our Business Optimization Strategy Days and unlock the possibilities that await your business today.

We currently offer 3 options:

  • Business Efficiency Consultation
  • Business Optimization Accelerator
  • Business Optimization Intensive

Each of our options includes the following 4-step process:

Step #1 - Determine Your GPS Setting

As with any trip, we have to know exactly where you are going with your business. Our expert consultant will make sure they are clear in understanding exactly where you want the business to go and what the destination should be set at.

Step #2 - Ensure You Have Everything You Need to Get You There

Next, we want to make sure you have everything you need to get you there. This includes examining the 3 critical elements of every business:

  • The optimal business structure to reach your destination,
  • A team built on core values and culture over skills, and
  • The processes and structures to ensure your business runs EXACTLY how you want it to

This step simply includes answering a series of questions our consultants ask you to better understand your business and what you do and do not already have in place.

Step #3 - Uncover Potential Roadblocks

Through the questioning in Step #2, our expert Business Consultants will understand the potential roadblocks that might keep you from reaching your destination and help you to uncover detours you can take to get back on track.

Step #4 - Determine the Best Route to Take

Now that our team has everything they need to show you how to reach your destination in the most efficient manner, they will take some time to share with you the exact steps you need to take to reach your dream destination in the most efficient and optimal way possible.

Read on to discover which option is best for you!!

Business Efficiency Consultation

Our Business Efficiency Consultation is a 1-day strategic planning session focused on you and your business and how you can become even more efficient than you are now.

This is our introductory consultation package for business owners who would like a general review of their business to make sure they are on-track and some advice and suggestions to make sure they stay on-track.

Who is Included?

This package will only include the business owner(s).

Note:  If you want to include some of your key personnel, we suggest the Business Optimization Intensive package.

What Does the Business Efficiency Consultation Look Like?

This consultation typically lasts anywhere from 4-8 hours in length. We ask that you set aside an entire day for one of our expert Business Consultants to be at your place of business.

Note:  Depending on the location of your business, this consultation may be done virtually via Teams or Zoom.

What You Will Receive

You will receive a verbal plan with respect to the actions you need to take immediately and within the next 3-months to help you to achieve the success you are looking for.

As we work with you, we will be utilizing flip chart papers and these papers will be provided to you.

Note:  if this session is done virtually, we will utilize an online whiteboard program and provide you with a download of these notes.

After the Session

This package does not include any support after the session. It only includes verbal suggestions and ideas and does not include a formal report or follow-up.

Note:  If you would like a written report and follow-up and assistance with implementation, we would suggest the Business Optimization Accelerator option.

Business Optimization Accelerator

Our Business Optimization Accelerator is a 1-day strategic planning session focused on you and your business and how you can become even more efficient than you are now. It also includes 3-months of support after the planning session.

This is our most popular consultation package for business owners who not only want a general review of their business to make sure they are on-track and some advice and suggestions to make sure they stay on-track, they ALSO would like some support to implement that plan.

Who is Included?

This package will only include the business owner(s).

Note:  If you want to include some of your key personnel, we suggest the Business Optimization Intensive package.

What Does the Business Optimization Accelerator Look Like?

This consultation typically lasts anywhere from 4-8 hours in length. We ask that you set aside an entire day for one of our expert Business Consultants to be at your place of business.

Note:  Depending on the location of your business, this consultation may be done virtually via Teams or Zoom.

What You Will Receive

You will receive a verbal plan with respect to the actions you need to take immediately and within the next 3-months to help you to achieve the success you are looking for.

As we work with you, we will be utilizing flip chart papers and these papers will be provided to you.

Note:  if this session is done virtually, we will utilize an online whiteboard program and provide you with a download of these notes.

After the Session

This package also includes a full written report that will be provided within 2-weeks following the session. This written plan will cover the exact steps to be taken in the next 3-months to ensure you are on-track to reaching your destination.

You will also receive 3-months of support in implementing the plan including 3 - 1:1 calls of up to 30-minutes in length.

Business Optimization Intensive

Our Business Optimization Intensive is a 2-day strategic planning session focused on you and your business and how you can become even more efficient than you are now. It also includes 6-months of support after the planning session and a training day with key team members on implementation of the plan provided.

This is our best consultation package for business owners with a team of 3-4 key players who are all integral in the success of the business. This is our most in-depth review of a business to ensure the team you have put into place can assist you to have the greatest amount of success possible. The primary goal is to ensure everyone on the team clearly understands the vision and the role they will play in bringing it to fruition.

Who is Included?

This package includes the business owner(s) and up to 4 additional key personnel.

This package also includes additional 1:1 interviews with these key personnel to gather additional information.

What Does the Business Optimization intensive Look Like?

The first day typically lasts anywhere from 4-8 hours in length and includes all key personnel. We ask that you set aside an entire day for one of our expert Business Consultants to be at your place of business.

The second day will be individual interviews with each of the key personnel anywhere from 1-2 hours for each person.

Note:  Depending on the location of your business, these consultations may be done virtually via Teams or Zoom.

What You Will Receive

You will receive a verbal plan with respect to the actions you need to take immediately and within the next 6-months to help you to achieve the success you are looking for.

As we work with you, we will be utilizing flip chart papers and these papers will be provided to you.

Note:  if this session is done virtually, we will utilize an online whiteboard program and provide you with a download of these notes.

After the Session

This package also includes a full written report that will be provided AND presented within 2-weeks following the session. This written plan will cover the exact steps to be taken in the next 6-months to ensure you are on-track to reaching your destination.

This written report will not only be presented to each of the key personnel in the initial consultation days, but each of these personnel will receive training on how to implement the plan. This presentation and training day will take anywhere from 4-6 hours, but we ask that you set aside an entire day for our team to be with your team.

You will also receive 6-months of support in implementing the plan including 6 - 1:1 calls of up to 30-minutes in length, with yourself or any of your key personnel as designated by you.

Click on the "Schedule Now' button below to have a conversation with one of our Business Consultants to determine which is the right option for your business and/or to get your Strategy Day(s) scheduled.

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