Annual Planning 

 Annual Planning can include reviewing the achievements of the present year and preparing a plan for the next.  It can look at each department of the business, work with the owner/manager or your managers to examine what has happened and what didn’t happen, what was planned to happen, why it did or didn’t happen and to set plans for next year in order to achieve the goals of the company.  It will set objectives, strategies and tactics.  It can include meetings, which can last a full day or longer, with relevant staff in order to prepare for next year. 

Whatever size your company is you must always prepare for the future. The larger businesses do it, so you should learn from their successes and do it also. 

The Synergy Group will work with you to build a picture of the present state of health of your company.  

Using these analysis and figures we can look at your Company’s future in a more objective light. We can prepare a set of budgets and projections for your company to achieve over the course of a year. Together with you, we will monitor these projections on a monthly basis so we can assess the overall performance of your company.  

The benefit for you, the entrepreneur, is a greater awareness of your company’s strengths and weaknesses and the ability to act in advance before major problems occur. 

What could happen if your company diverges from the set out plans, e.g. will you have cash flow problems, will you oversell, what will it do to your solvency, will you still make a profit, should you re-assess your business strategies like pricing, marketing, etc.  The main features of our Annual Planning Service include: 

If you are a micro business, i.e. employ less than 10 people or even work on your own with no employees, it is equally as important for you to carry out this planning. 


What happens if you get sick or your competitors attack you or somebody new enters the marketplace. In short, you are equally as prone, if not more so, than your larger cousins for things to go wrong and you need to prepare for them.  The larger companies do it. Why don't you? 

What The Synergy Group can do for you: 

 Contact The Synergy Group and we will examine your Annual Planning requirements. We will look at what you need to do, what you want to do and we will pull together a plan with you. 

T: +353 1 8215189 
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