Angus Brewer Senior Client Adviser

Strategic planning for the year ahead is essential to navigate challenges and achieve growth, especially at the start of a new year.

Snapshot Summary

Strategic planning is key to business growth, especially at the start of a new year. Key steps include adopting a growth mindset, defining a target customer, creating a tailored marketing strategy, analysing competitors with a SWOT analysis, developing a strong value proposition, fostering innovation, setting clear KPIs, and maintaining accountability. By aligning these efforts, businesses can drive sustained growth and success throughout the year.


A well-designed action plan ensures the success of strategic planning. In the following article, we discuss some of the key steps that as a business owner you should be considering in order to create an effective action plan.

Embody a positive growth mindset:As a crucial first step in this process, a positive growth mindset must start at the top and lay the foundation for all subsequent efforts. Having a well-designed strategy, and a clear action plan, is important to ensure that you are able to portray confidence to the rest of the team and live it every day.

Define key target client persona:It is crucial that you have a clear target customer. Things to consider are customer demographics, financials, pain points, business goals, challenges and what value your business could bring to theirs. A documented and articulated clear target persona ensures that your marketing and sales efforts are focused and aligned and that you are building your business strategically.

Create a marketing strategy and build a quality database:A strong and strategic marketing strategy is crucial for business growth. The correct strategy will be different for every business but could include sharing valuable, relevant content, offering promotional deals or first-time offers, business development, telemarketing, brand awareness and paid ads. Targeted paid ads, with clear landing pages and lead capture, can boost visibility and build up your database. It is also key to ensure a smooth sales process with initial meetings, and clear next steps to engage customers and build trust with your brand.

Perform a SWOT analysis on competitors:Using a SWOT Analysis to assess your competition's current position will help you to assess how your business can provide further value. For more information on how to effectively perform a SWOT analysis, you can read a more detailed article on this here.

Create a compelling value proposition:Create a value proposition and a point of difference, otherwise, a buyer’s decision will come down to price, and that results in Gross Profit margins being squeezed. Focus on how you uniquely solve your customers’ needs and pain points – what is the value they are getting, not just technical product details.

Drive a rhythm of innovation:We recommend holding regular innovation meetings, these can be rapid-fire zones which can enable the team to generate and quickly evaluate new product ideas. You can then brainstorm how to differentiate these ideas and create unique marketing messages. This approach can also involve re-packaging existing products in new ways, or innovations in your approach, customer experience, and sales process.

Set clear KPIs across the business:Identify which KPIs you will use to monitor your progress and success. By implementing KPIs within your company, it means you can monitor your goals and evaluate your performance along the way. Ensure all team members have some lead measures as their KPIs. Create a clear and visual dashboard that all sales and marketing team members can see - ideally in real-time. Hold a brief all-staff meeting daily or weekly to ensure KPIs are the heartbeat of the business.

Accountability and action:Becoming accountable for your business plan is an important factor as you need to consider the repercussions if you’re not hitting the KPIs as you planned. You need to spend time each week assessing how things are going and what changes can be implemented to improve.

To maintain and boost growth, businesses must create and implement a comprehensive action plan that integrates strategic planning, financial control, marketing, compliance, and organisational culture. By ensuring that clear objectives are set, businesses can ensure sustained success and drive growth forward throughout 2025.

For more information on how we can help you and your business, please contact us via email or phone and we will be happy to advise on the best solutions for your business. To arrange an initial call, please fill out the form via the button below.

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Please note: This article is provided for information only and was correct as at the time of writing (23/01/25). Any lists and details provided above are not exhaustive and are not intended to be full and complete guidance.  No action should be taken without consulting detailed legislation or seeking independent professional advice. Therefore, no responsibility for loss occasioned by any person acting or refraining from action as a result of the material contained in this article can be accepted.