Strategic Planning

Attain Financial Security, Freedom, and Peace of Mind

At Oceania ANZ

Strategic planning is a key component of business success. It is a vital step in ensuring longevity, as well as a roadmap to the future of your business. A strategic plan outlines the steps that need to be taken to reach specific goals. Our experienced consultants can help take the headache out of strategic business planning and help you attain financial security, freedom, and peace of mind.

Did you know that part of strategic planning is also knowing what your staff, stakeholders and customers think of your business? This is why feedback is so valuable. Whether positive or negative, receiving feedback is quite beneficial. It is essential for a business’s survival that all employees and stakeholders are working towards common goals. Whether your goals are to maximize profit, grow the team or introduce new products/services we will be with you each step of the way. Taking the time to develop a comprehensive plan can make a big difference to the future of your business.

Our team will work with you to ensure your business thrives. We will start by establishing the position of your business and determining what issues it may be facing. We will then look at where you want to be in 3-5 years. By actively listening to your needs we can work with you to define a variety of SMART financial and business goals.

Our Services Include
  • Background Statement / History
  • Background Statement / History
  • Management, Board and Staff (Description and Details)
  • Vision Statement
  • Mission Statement
  • Values statement
  • Defining and Implementing Long and Short-Term Goals
  • Measuring Key performance Indicators
  • Target Customers
  • Analysing Profit
  • SWOT Analysis
  • Industry Analysis
  • Competitive Analysis and Advantage
  • Creating Metrics
  • Developing Action Plans (Marketing Plans, Operations Plans, etc.)
  • Monitoring Business Activities
  • Budget Forecasts / Financial Projections

Using the SMART rule ensures any objectives set in place are Specific, Measurable, Attainable, Relevant and Timely. Once we know your objectives, we will work on creating metrics, such as milestones and benchmarks, to assist with tracking progress against these goals.


Specific Means – Referring to something unique, and is the opposite of general, broad, or vague. Therefore, a specific goal should detail where you want to go.


When we refer to something as being measurable, it’s more than just a measure of something or a number to be achieved. It’s also about being able to ascertain this number objectively.


Depending on the circumstances (but most likely), this would be unattainable.


A goal that has a practical meaning and helps a company to grow is relevant.


This is the last element in our examples of SMART business goals: It refers to a date, a time to reach the goal.

Our Membership With Professionals

At Oceania ANZ



If you’re an aspiring entrepreneur looking to start or grow your business,
contact us today and let us help bring your vision to life.