Operational Planning
Results-oriented operational planning is critical to the success of every business, and yet many companies struggle to develop and maintain a focused approach.
By facilitating a collaborative, interactive and open dialogue among management team members, we can help you develop and implement your operational plan. Our business planning process includes establishing personal accountabilities, specific measures, and defined action steps to get you to your goals. We can help you answer these key questions:
- Where are we now?
- Where do we want to be?
- How do we get there?
- How do we measure our progress?
How We've Helped
Case Study: Needed Financial Guidance to a Burgeoning Company
Overview
Sutker Moran was hired by a newly established, growing food service business to act as its Advisor, /CFO, and Controller, essentially to be their financial arm.
Solution
With precision and foresight, Sutker Moran established a robust financial foundation for the new business. They designed and implemented a comprehensive chart of accounts, streamlined billing processes, and ensured the books were set up for scalability and transparency from day one. As operations launched, they immediately initiated monthly close procedures, delivering timely and accurate financial statements that revealed strong margins and profitability from the outset.
But Sutker Moran didn’t stop at reporting—they provided vision. Through detailed financial projections and cash flow modeling, they equipped the owners with a clear roadmap to success, illustrating when the business would become cash flow positive and when the initial investment would be fully recouped.
Case Study: Beginning With the End in Mind
$100 million Printer
Overview
A multi-division printing company wanted to develop an operating plan for its upcoming fiscal year.
Solution
Sutker introduced its results-oriented business planning process which included surveying key personnel regarding the marketplace, operations, personnel, and organization, working with the Company’s management team to, based upon the survey results, identify and analyze key company attributes, weaknesses, and opportunities. Based on this assessment, Sutker helped the team develop strategic goals. Then, “drilled down” to specific action steps to attain these goals as well as determine key result measures to assess their progress.
Case Study: Mapping Out the Solution allows for a Triumphant Return
$10 Million Restaurant Group
Overview
COVID-19 and the resulting capacity restrictions brought a successful restaurant group to its knees. Ownership as well as the group’s lender questioned its viability.
Solution
Working with ownership/management, Sutker Moran developed financial projections for each restaurant, modeled to easily evaluate various scenarios given the uncertainty of the situation. Sutker, then, analyzed various components of the operation which was used by management to identify cost reductions. After incorporating these reduced costs into the projections, Sutker modeled the payment deferrals it needed from its lender and landlords in order to survive. Armed with a plan, Sutker was able to negotiate and agree upon a deferred payment plan from its lender as well as its landlords. These deferrals allowed the restaurant group to survive until obtaining government relief and the eventual lifting of capacity restrictions.