Outlines & Benefits of Quarterly Coaching

Quarterly Coaching – Why we developed this service

Do you struggle to make time to work on your business rather than in your business?
Are you keen to find new strategies to improve performance and overcome business challenges?
Would you like an independent coach to discuss your burning issues and opportunities with?

We appreciate that owning your own business is hard work; the purpose of Quarterly Coaching is to provide you with accountability and support to keep you on target towards achieving the goals you have set in your Business Plan.

We will ensure your Business Plan remains a living, working document, and a filter through which all decisions are made.

Who should attend?

If you’re passionate about your business performance and want to achieve your goals, then we recommend this service to you. Quarterly Coaching gives you dedicated time to make better business decisions, using the best information and with support from your coach.

We will hold you accountable for your actions and ensure that you reach your targets.

Let's talk about coaching for your business

Arrange a No-Obligation Discovery Call Today

What is involved?

This coaching programme consists of quarterly meetings with one of our senior team members, as well as phone and email support.

The purpose of each meeting is to review your actual results, clarify areas where you can improve your business performance, set 90 day goals and identify strategies to achieve them.

As a result of each meeting, you will develop a realistic 90 Day Action Plan with timelines to keep you on track to achieve your annual Business Plan. You will have access to our expertise and resources to enable you to implement best business practice.

Discuss the five fundamentals to develop an Organisation Chart
Discuss the four key principles you must adhere to when developing or modifying your Organisation Chart
Review our structured process for creating an Organisation Chart
Utilise our Organisation Chart template
Recommend the next steps to take to develop your first draft

Over the following weeks, you will then submit your final draft for us to review, and we’ll discuss our recommendations in order to finalise your organisational structure.

When should I have a session?

Ideally, Quarterly Coaching takes place once you have completed a Business Plan, so it becomes the guide against which all operational and personal decisions are made. However, the Quarterly Coaching programme may also be used as a vehicle and guide to work through major changes in your business circumstances or to help you implement a Strategic or Succession Plan.

Benefits of Financial Awareness Coaching

Accountability and support from your coach to enable you to achieve your desired results
Increase profitability and cashflow
Determine a process to report your actual results against your budget
Gain an understanding of the key drivers within your business and what impacts them
Identify and solve your burning issues
Gain access to an expert sounding board to thoroughly discuss your ideas
Understand the impact of ideas prior to implementing them within the business
Improve leadership
Improve business performance by identifying ways to overcome challenging issues
Keep your Business Plan as a ‘living document’ to ensure you are working towards your goals
Align the directors in terms of prioritising what projects are important (if applicable)
Access the collective wisdom of our accountants; our systems, products and services

You are invited to find out more about how to grow your business.

Our events show you how to take control and achieve your goals. You’ll have the opportunity to learn and network in a relaxed, friendly and supportive environment.

We are currently running them on-line but live events will return in London and in Tunbridge Wells when things return to normal.

Our 2023 Events

Quarterly Coaching - Outline and Benefits