Business Planning

“The greatest invention of today is the game plan for tomorrow”


Business Planning

Critical Success Factors, High Impact Processes


Business Insurance Consultants, Insurance Management IT Consultants


Insurance professionals lead you through the planning process, from defining your direction through making a decision.

CTS uses a proprietary framework to develop a business plan for a client that can include:

Principles, Values and Beliefs
Strengths, Weaknesses, Opportunities and Threats (SWOT)
Business Strategies
Business Objectives with measures and targets
Critical Success Factors with measures and targets
High impact processes

The planning process takes 4 to 6 weeks in elapsed time and usually 2 to 3 days per week of CTS time.

The plan can be developed at the enterprise, business unit or department level.

Business Process

CTS-Consulting's Involvement

Preparation of interviews
Scheduling with the Client
Leading planning sessions
Summarizing the sessions, preparing drafts of all items, summarizing meetings with the planning team

Client’s Involvement

Identifying a project sponsor
A project team member from each functional area
Executive team to review and approve deliverables
Interview session scheduling
Review strategic objectives, CSFs, vision, key business and systems initiatives
Aid in the creation of initiatives

Deliverables are developed based upon the engagement that can include:

Mission Statement
Strategy Document
SWOT Analysis
Business Objectives with Measures and Targets
Critical Success Factors with Measures and Targets
High Impact Business Processes
P&L Forecast, Net Present Value Analysis