with Jon Dudgeon, Blu Sky Tax
15 February 2024, 13:30 - 15:30
RBC Brewin Dolphin, Time Central, 32 Gallowgate, Newcastle upon Tyne NE1 4BF
Due to demand, we are hosting this event again on 29th February from 13:30-15:30 at Business Central, Darlington. Click to find out more.
Providing structure to make the day-to-day decisions while also providing a larger company-wide vision, strategic plans are a map for your business’s overall direction and goals, helping you to make decisions that align with your mission, vision and objectives.
Led by Jon Dudgeon, in this round table discussion we’ll discuss the details behind strategic planning. We’ll focus on timeframes for strategic plans; frequency of reviews; level of detail; formats and software to create and present your strategic plan; communicating your plan with others and who should collaborate in the creation of a strategic plan.
We’ll also investigate the relationship with financial plans, namely, how to ensure your financial plan is based on the right assumptions; which numbers are relevant to your business strategy; and how your strategic plan might change as your business grows.
This session will benefit those who are running businesses with 5-50 employees and are interested to compare notes with other Forum members on the tools and techniques used in finalising their plans. We expect participants will leave with fresh ideas to make their own planning processes more effective.
Our round tables are shaped by your views and experience, so while we hope to cover the topics above, we may discuss other related subjects during the session.
About our Host
Jon Dudgeon is well-versed in supporting ambitious, busy entrepreneurs with all of the complexities that come with scaling a business; he takes a forward-looking approach and sees the importance of clear strategy, strong leadership, shared values and culture when it comes to business success.
As co-founder and CEO of multi award-winning accountancy practice Blu Sky, Jon has spent the last 15 years successfully supporting business owners to achieve their goals. In his own business, he’s played a pivotal role in expanding into new markets and facilitating digital transformation. More recently, Jon has championed Blu Sky’s drive to become more sustainable and use business as a force for good by applying for B Corp certification.
With a career spanning 25+ years, Jon brings a wealth of experience and a strategic mindset to the table. His areas of expertise include navigating and preparing for investment, strategic planning and insights, organisational development, growth strategy, optimising operations and building high performing teams.
The small print - Due to limited capacity round table discussions are exclusively for entrepreneur members. Guests or substitutions are not allowed.
This event is FULLY BOOKED - Please email info@entrepreneursforum.net to be added to the RESERVE LIST.
