The Business Diagnostic is an extensive evaluation that helps agencies understand their current business state, identify growth opportunities, and establish strategic objectives.
The 4-Stage Process
Stage 1 – Discovery (Week 1-2)
A bespoke workshop addresses six core growth pillars:
- Business Strategy & Planning
- Leadership & Management
- Recruitment & Retention
- Current Growth Plans
- Technical Advantages
- Funding/Investment
Participants answer structured questions about their business, team, and market. The process takes approximately 2 hours and requires advance preparation of financial documents (P&L, Balance Sheet, Cashflow Forecast, Utilisation Report).
Stage 2 – Deep Dive (Week 3-4)
The leadership team thoroughly reviews completed diagnostics to identify strengths, weaknesses, and high-impact strategic areas.
The process aims to identify areas of improvement and opportunities for growth while benchmarking data against successful agencies.
Stage 3 – Growth Plan (Week 5-6)
Based on diagnostic insights, strategists formulate objectives and key results (OKRs) broken into achievable milestones.
Implementation uses Sprints, short cycles of considered focus, to execute strategy systematically.
Stage 4 – Delivery (Week 7-8 and ongoing)
Monthly 1.5-hour meetings support plan implementation with ongoing strategist guidance and unlimited advisory support.
How Long Does It Take?
Most clients achieve meaningful growth within 18 months with dedicated focus. Many continue membership for extended board-level support.
The diagnostic isn’t a one-time exercise. It’s the foundation for ongoing strategic development.