STRATEGIC PLANNING

Position your business for long-term success today,

so you can maximize its value when the time comes to retire.

Strategic Planning - Creating A Better Path Forward

As organizations expand and their operations become more complex, it is im­portant for strategic planning approaches to adapt. Sophisticated planning is necessary to sustain growth and manage resources efficiently so that business­es stay aligned with their goals. The Strategic Business Planning Group provides advice and support to help define an organization's long-term direction and scope. This includes developing a strategic road map, determining key perfor­mance indicators (KPls), and setting objectives aimed at improving organization­al performance. 


Legacy Energy Consulting uses a proprietary strategic planning process to out­line future vision, assess the current state of critical operational areas, and devel­op strategies, tactics, timelines, and resource allocations to help businesses reach their goals. The company draws on experience in business development and management to offer objective analysis. 

Business Life Cycle Support

Support is available for organizations at various stages of their business life cycle by addressing three core questions: 

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Current Status of the Business

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Assessment of operations, profitability factors, and industry benchmarking. 

Future Direction

Clarification of vision, mission, objectives, values, and goals, along with evaluation of expectations relative to market trends and resource availability. 

Required Actions for Goal Attainment

Identification of changes needed to achieve strategic objectives and determination of practical implementation ap­proaches. 

Strategic business planning is part of a driving long-term success by crafting a strategy suited to organization needs.

Road Map for Strategic Business Planning

Business leaders seeking to maintain success and growth can benefit from me­thodical strategic planning. The Road Map process facilitates leadership review of the present state and future goals by gathering information relating to: 


  • Employees
  • Customers
  • Market
  • Competition
  • Pricing Strategy
  • Software & Technology
  • Equipment


This approach enables leadership to influence future direction and produces a strategic road map detailing initiatives, estimated costs, prioritization, and as­signment of responsibilities.

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Benefits of Working with Legacy Energy Consulting

Engaging with experienced consultants brings external perspectives and disci­plined processes to the creation and documentation of a strategic road map. Facilitators work alongside leaders to guide the initiative and provide structure, which can be beneficial for those who may not have capacity to manage the planning process independently. 


The methodology involves collaboration with functional leaders to foster under­standing of interdependencies in sustainable growth planning, encouraging alignment across the enterprise. Tools and templates are provided to ensure clarity and accessibility of the strategic plan. 


The Strategic Business Planning team is available for periodic evaluations to monitor progress and assist with additional initiatives as required.

We are a family-owned business dedicated to collaborating with other family-owned businesses to help them achieve their goals and prepare for the next phase of their journey.

Chad Pendill

Chad Pendill

President

Call:  763-772-2834
Tyler Pendill

Tyler Pendill

Director of Sales & Marketing

Call:  320-979-0544