Using MyStrategicPlan with Your Clients
A valuable strategic planning tool for the consultant who wants to provide a higher level of service to their clients while using time more effectively.
Frank Reynolds Wealth Management uses MSP to help their clients plan for their financial future.
The Segue Foundation uses MyNonprofitPlan to help churches apply for and receive grant money to be used to reach out to their communities.
MyStrategicPlan was developed by consultants for consultants to assist in strategy development that has all the right elements, creating professional reports without having to recreate the wheel every time, and with monitoring tools to streamline the executing strategy.
Your valuable time will be freed up so you can concentrate on growing your business, providing a value-added service to your clients and billing more hours. Our program helps you work more efficiently and effectively because you:
Transform the strategy development from a time consuming effort into a quick and easy system that is integrative. Our online strategic planning tool enables you to work more effectively so you can spend more time focused on consulting with your clients.
Create a plan that is dynamic and easily editable. We know that the minute a plan is “done,” something needs to be changed. Forget wasting time with multiple versions of files; you can easily update your clients’ strategic plans online!
Produce results. Professional reports for your clients are one click away. From the board of directors to department managers and team members, there is a deliverable report for everyone in the organization.
Increase performance through executing strategy. Because we know that a partial plan executed is better than a perfect plan not executed, we have several ways to help consultants stay focused on moving the business forward. One of our favorites is an e-mail reminder that sends task updates directly to staff inboxes, along with a link to update their work directly.
Establish an efficient method for client communication with The Dash.
Keep pace with your account stakeholders with The Dash, an optional interactive map that tracks cascading goals and actions in real time.
Want to make MyStrategicPlan your own? E-mail us about our co-branding opportunities.