Our Strategic Planning Services - You Unlock your Potential.

At Yokrazy, our Strategic Planning services are characteristically extensive in nature and they are structured to thrust your business in the direction of enduring prosperity. We will make your vision structured, actionable and gain momentum so that you can achieve big things. Whether you are creating your Annual Operating Plan (AOP), grappling with rolling forecasts or capital projects, developing investor-ready startup models or forecasting your revenue pipeline, we are by your side along the way.

Our services will assist your organization to gain clarity, maximize resources and make faster and more solid decisions in the following way:

Strategy and budgets with AOP design

• Be nimble with scenario analysis and rolling forecasts
• Smarter investment with capital budgeting and asset planning
• Provide viable expansion arrangements containing capitalization modelling of start-ups
• Machine predictable growth by forecasting revenues pipelines

Design of Annual Operating Plan (AOP): Operationalizing Strategic Vision

We work together to develop Annual Operating Plans to ensure clear financial expectations, resource allocations and a rhythm of execution to the upcoming year. Through our process we make sure that your organization is strategically aligned, accountable and transparent.

Our services under AOP are:

• Clarifying strategic priorities and OKRs to grow, profit and deliver results on customer outcomes
• Developing driver-based budgets with regards to your own assumptions and business drivers
• Building operational plans on headcount and capacity and aligned to actual demand

Creation of shorter KPI scorecards and accountability review cadence Developing short KPI score cards and review cadence of the persistence of accountability

We will make your teams feel a sense of being empowered to achieve the results by showing them how they fit to the strategy clearly.-

Rolling Forecasts and Scenario Analysis

Markets change quickly--and your plans need to as well. Our Scenario Analysis and Rolling Forecast capability lets you see where your finances stand now, and where they are heading. Through frequent forecasting of the future and scenario modeling you are able to respond to changes quickly reducing exposure to risk.

The areas supported by us include:

• Developing driver-based rolling forecasting models on revenue, costs and cash flow.
• Running scenario analysis to put your playbook together to handle the best, base and downside cases
• Giving bridges in terms of variance, to explain what varied and why

You and your board and stakeholders will be confident that decisions made with us will be faster, better-informed.

Capital Budgeting & Asset Planning: Investing in the Future: Wisely!

With our Capital Budgeting and Asset Planning, your projects and investments make a portfolio that can match your financial goals, and strategic imperatives. Our experience helps you in the analysis, prioritization and investment of the initiatives that bring the most value.

We have the following services:

• Coming up with standardized investment business case with specific ROI analysis
• Providing explicit modeling of NPV, IRR, payback and risk
• Developing portfolio reviews to prioritize and overcome limits
• Designing asset lifecycles to achieve operation reliability and cost savings

Your leadership team will feel comfortable making an investment decision which will be backed by sound data and clear reasoning with our expertise.

Startup Financial Modeling to Investors: Prepare your Venture to Win

We furnish startups and growing businesses with financial models and documentation that makes a concise, convincing story to investors. Our models are realistic, conservative and customized to make much of your right value and development trajectory.

We assist you in:

• Driver-based modeling that maps revenue to acquisition, retention and pricing policy
• Channel-based LTV, CAC and unit economics cohort analysis
• Transparency of capital needs by milestone, runway and fundraising planning

Upside and downside scenario packs

When you ensure that investor modeling is in our hands, you get faster funding and enhance your level of credibility with the view of stakeholders.

Revenue Pipeline Forecasting: Convert All To Sales

Proper pipeline process is the beginning of accurate revenue projection. Our Revenue Pipeline Forecasting services combine CRM information with financial models, to enable you to make forecasts with confidence in converting pipeline activity to bookings and revenue recognition.

We are in support of:

• Categories of stages, hygiene of pipelines, and responsibility of the owners
• Weekly calibrated stage-weighted forecasting
• Capacity-based views to synchronize resources planning with booking objectives
• Revenue recognition models which are compliant based

Our services will enable you to identify gaps, re-route and ensure your teams are on track and responsible.

Smooth Interconnection to Cover Entire Strategic Support

Each of our strategic planning services can be used to form the continuous improvement cycle through planning, executing, measuring and adapting. We simplify the integration process and ensure that you walk your team through discovery, building model, data integration, governance, and training through each interaction.

As part of proven implementation pathway, we have:

• Identification and synchronisation of strategic objectives
• Cohesion of data in main systems
• History validation and build-up of models
• Review governance provision and cadence
• Training and adoption on continuous engagement

Normal schedule of involvement:

• AOP design: 46 weeks
• Rolling forecasts & scenarios: 24 weeks
• Capital budgeting: 2 3 weeks
• Startup modeling: 24 4 weeks
• Pipeline forecasting: 2-3 weeks

The outcomes that you may gain with our help

• Faster, shorter turnaround cycles, and more nimble (15 to 30 percent)
• Higher degree of forecast accuracy (up to 20% or even more)
• Increased capital return of investment via prioritized investments
• Quicker financing utilizing investor grade patterns and matter
• Better alignment of teams around common dashboards and KPIs

Build Your Strategic Advantage Now

Your organization can gain an actual competitive advantage using our Strategic Planning service: one that is based on data, understandable process, and action. And now, we can assist you in making planning an engine of growth, not just something that you do once a year.

Read to start?

Just to figure out the planning issue that is keeping you back

As the first step, you should schedule a discovery session to chart out your objectives and data requirements

Email us today to get first-hand information on how the strategic planning capability of our team can enable your next growth any level.