Plans have always been important to me and Alan’s ability to mentor and clearly see the way forward has allowed us to grow in a profitable manner. I would recommend Alan, as he’s been the most influential person in my business journey.
Owner, Tyson Odgers, was aware some parts of his business were underperforming and he was open to a green shoots conversation with me about how to weed out bad practices and plant the seeds for new growth.
We agreed to work together on a financial diagnostic, business and strategic plan.
I used financial analysis and benchmarks to diagnose the business problems for Urban Plumbing. Again, a quick win was to change the layout of the financial statements, to tell a story about how the business is performing. This helps Tyson and his management make better and more informed decisions.
Following the business diagnostic, I facilitated a business planning day and worked with Urban Plumbing to create:
These plans are excellent communication tools to inform and educate team about the businesses goals and how to achieve them.
I meet with the owners and their management team monthly. Managers prepare KPI reports for the meeting and receive a copy of the company’s financial data. Engaging managers in financial decision-making is critical because they learn the financial impact of their decisions, including hitting or missing sales targets and expenditure.
Alan always asks the hard questions and helps us create solutions. He’s very persistent about implementing our business plans and creates ‘non-negotiable’ deadlines for completing projects.