Strategic Planning

Strategic planning encompasses all areas of the business and is a detailed analysis that all business need to carry out regularly. Once a full strategic planning session has been completed then it is simple to review the resulting action plan list and update the direction and key areas of the business on an annual basis.


Our Strategic Planning Process

We use an advanced business analysis tool designed to assist in conducting a planning session for a small business using an electronic Business Development Questionnaire. We then produce a report and action steps from:

Taking you through a series of critical questions about your business

  • Performing a SWOT analysis, identifying the major strengths, weaknesses, opportunities and threats impacting your business
  • Producing an interactive PowerPoint presentation that graphically illustrates your current business condition, and the actions that can be taken to address deficiencies
  • Developing an action plan based directly on the needs of your business

This process involves two phases:

  1. The first is the data gathering and analysis stage, in which we gather information about your business and your external environment. The major work step in this stage is a Diagnostic Workshop. This is for shareholders and directors of the business and is usually held over 2 sessions. At the conclusion of this Workshop we review the data gathered and prepare a diagnostic report for your consideration that assesses the current position of your business
  2. The second phase is the Planning Workshop is reviewing the diagnostic report that came out of Phase 1. We will use this report and work with you to identify the various action steps that will form your implementation plan.

Once the appropriate action steps have been determined we will continue to work with you to set priorities, allocate resources, and establish how progress can be monitored as the plan for you is rolled out.

Contact us for if you wish to discuss further.

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What our clients say

The team at DFKOGC is incredibly knowledgeable and experienced in the field of accounting. They took the time to thoroughly understand our financial situation and provided tailored solutions that perfectly suited our business needs. Their attention to detail and accuracy in handling our accounts give us complete peace of mind. On behalf of Maungakiekie Golf Club, I wholeheartedly recommend DFKOGC to anyone in need of professional accounting services.

Hugo Littlejohn

We have been dealing with the team at DFKOGC since last 10 years and we have always found them to be very professional and supportive to all our accounting needs.They do have full range of professionals available in the team to cater for all the accounting related Services and very responsive to all the client requirements.

Munish Singla

Extremely professional and astute business advisors. Our businesses has benefitted and elevated to new horizons with DFK OGC by our side. Even when going gets challenging, they are open to seek subject matter experts. Anit Patel and his entire team are great highly recommended.

Sanjai Bagia

We have found DFK OGC’s approach to everything from services provided to how they build relationships one that had worked well for them. We’ve found them to be down to earth, obviously knowledgeable about what they do and approachable as well. They always welcome the phone.

Any time I need them – any of the partners – they’re there to pick up the phone.
And they provide that service after hours as well, which is just great.

Dipak Bagia – CEO Petrochem Group

Brilliant team. Extremely helpful and professional business attitude.

Mehernosh Kotwal

It’s not so big that you feel like just another number, but it’s also big enough that they can cover everything I need.  I feel comfortable with the fact that as my business grows, DFK OGC will be able to handle the demands that come with it.

Lee Chang Woo