Strategic & Business Planning

We Help You Plan for Success

"[Compass CBS] not only provided us with two business plans for my businesses, but also put me in touch with a finance agency who could provide us with enough capital to open our doors. They are an amazing resource."
Jo F., Brewery & Restaurant Owner
Small Business Owner

Achieve Your Goals

We write plans to help you achieve a bank loan or investment for your new or growing business.

We also help organizations achieve their objectives by facilitating strategic sessions and lead them a modernized strategic plan.

Our Commitment

  • Work one-on-one with you through out the process
  • Provide best practices in your industry and customize goals
  • Support you with ongoing support
  • Deliver a comprehensive plan document and files
  • Provide you with reliable research and market insights
  • Create accurate forecasts and projections

We Are Your Strategy Partners

Deciding on an approach to take and developing a plan and process for strategic change and management is essential. There are many times that hiring a strategic planning consultant is very beneficial to a company.

We organize full-day strategic planning retreats for groups of 5 or more. We will create the agenda, facilitate the entire meeting, and provide you with a written plan within 30 days.

  • We will help you clarify your purpose statement
  • We will draft your mission, vision, and values statement
  • Conduct S.W.O.T. analysis of your organization
  • Develop key performance indicators and milestones
  • Draft financial models and projections for investors (Business Plans only)
  • Incorporate sales, marketing, and outreach strategies
  • Connect you with resources (financial & legal)​

Get in Touch!

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How We Work

“[Compass CBS] has assisted our chapter in developing a comprehensive and effective strategic plan…it empowered the board of directors to explore the mission of the chapter to ensure the goals were congruent with our mission.”
Veronica V., National Hispanic Nurses
Non-Profit Executive

Schedule 30-Minute Session

Once we receive your form above, we will schedule a 30-minute welcome session. We will go over your planning needs and offer a program that fits for you.

Develop Your Plan

Once we have made the commitment to work together, we will define your deliverables and customize your plan. We may meet hourly, daily, or monthly, depending on the scale of your project.

Deliver Results

We will work together to achieve your desired outcomes. Your plan advisor will support you with your final documents and action items.

Additional Services

Executive & Business Coaching

We have the experience to support you with your career and business goals. Meet with your Executive Coach on 1:1 virtual sessions.

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Request Training for Your Group​

We can customize your learning experience and tailor our programs to meet your needs. We work with leadership groups in a wide range of industries in the U.S. and Latin America.

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Virtual Meeting Facilitation

We understand how the workplace has changed. We design meetings based on your desired outcomes and deliver them in ways that ensure high energy, engagement and participation.

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