Riverdale Partners really helped us sharpen our value proposition & messaging in conjunction with our equity financing and venture capital investor interactions.

Lance Laking

CEO BTI Photonics (Ottawa)

Corporate Strategy & Planning

Strategic Planning

Strategic Planning

It starts with focus

The biggest problem we see in high growth companies is not the absence of strategy. It's strategic focus. It's the failure to employ a disciplined strategic planning process that links to a focused operating plan and departmental deliverables.

Clearly articulating your organization's vision, objectives, strategies and aligning the company's activities in pursuit of competitive differentiation and market relevance is hard work. And management teams, boards and investors often underestimate its value. It requires considerable resources across the organization. That's why more and more organizations are look to Riverdale to help facilitate and catalyze the process for a better plan that goes to market. From internal/market research to professionally facilitated offsite planning sessions, Riverdale can conduct a complete strategic review process that helps clients answer fundamental questions that focus on key issues facing the business such as:

  • Environmental Focus: Identifying the economic and industry forces that are shaping the future of competition for your organization.

  • Business Direction: Defining the market categories you play in and understanding how you move in both current and future markets.

  • Stakeholders: Assessing the values and expectations of those who have power in and around your business.

  • Market Scope: Identifying the markets your business should compete in and what kinds of activities are involved in these markets.

  • Competitive Advantage: Calibrating a customer value model that performs better than your competition in chosen markets.

  • Resources: Identifying and developing the resources (skills, assets, finance, relationships, technical competence and facilities) required in order to compete effectively over time as the business grows.

Business Plan Development

Business Plan Development

Plan your Work….Work your Plan

Most people write business plans to attract investors. While this is in all cases necessary to raise serious investment capital, the more relevant and important reason over the long run to write a business plan is to help an organization solidify its objectives (what), strategies (how), and tactics (when, where, who). To us, a good business plan is a detailed summary that is best constructed from your team’s initial ideas about the business that are detailed in your overall corporate (pitch) presentation.

When it comes to business plans, our approach is simple - less is more. In the end, it all comes down to a singular purpose for your plan - to get read - and get your organization to get to the next step - whether this is about aligning your organization or moving due diligence activities along with investors.

We work with our clients to help structure their ideas into a powerful, concise document that can engage internal stakeholders and investors alike. Some of the key areas we cover in the business planning process are as follows:

  • Executive Summary

  • Market Problem

  • Your Solution

  • Business Model

  • Product/Technology Roadmap

  • Marketing Plan

  • Sales Plan (Direct/Channels)

  • Partnerships

  • Competition

  • ManagementTeam/Organization

  • Financial Projections

  • Milestones - Timeline & Status

Sales Results & Marketing ROI Performance Metrics Post-Sales Customer Dialog & Support CRM/Salesforce Platforms Salesforce Audit & Skills Development Sales Channel Performance Lead Generation Product Launch Go-To Market Brand Strategy & Market Positioning Product Management Customer & Competitive Market Research Customer Value Design Business Plan Development Investor Preparation & Networking Venture Catalyst Services Strategic Planning Corporate Strategy & Planning