Is your strategic plan setting your business up for success—or holding it back? In this episode, Jim Downes and Mitch Federman of Blueprint CFO break down what makes a great strategic plan and how to create one that drives real results in 2025.
🔑 What you'll learn: ✅ The essential elements of a strategic plan—and why it must be written, shared, and tracked ✅ How to set SMART goals and define KPIs that create accountability ✅ Ways to align your team’s goals with your broader business strategy ✅ The role of financial discipline and the CFO in ensuring plan success ✅ How strategic planning strengthens sales, marketing, operations, and finance ✅ A real-life case study of a $20M manufacturing company’s transformation through strategic planning
Whether you're building your first formal plan or refining your approach, this webinar-meets-podcast episode will give you the tools to focus your team, make data-driven decisions, and achieve stronger profit performance.
About the Series. Blueprint CFO Presents: Future Focused Entrepreneurs is an interview series and podcast highlighting entrepreneurs and businesses that are going places by focusing on the future and developing a roadmap for success. Hosted by Jim Downes, founder of Blueprint CFO, a future focused fractional CFO & accounting services firm based in Southern California.
About Blueprint CFO. Blueprint CFO is a future focused fractional CFO and accounting services firm based in Orange County, California. Partnering with entrepreneurial companies to guide and support them on their road to success, Blueprint CFO equips clients with the Profitability Roadmap® they need to grow. Learn more at www.BlueprintCFO.com.
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