BUSINESS PLANNING SIMPLIFIED

Speaking

Start planning and executing—The Flamingo Way

Exhausted by over-engineered business plans that no one follows?

This energizing session flips that experience on its head. We simplify the planning process so that strategy doesn’t get stuck in a slide deck—it gets implemented. Whether you’re entering planning season or launching a new initiative, this session gives your team a practical framework to create a business plan that actually works.

Attendees Will Walk Away With:

  • A clear understanding of what business plans are—and just as importantly, what they aren’t.
  • Practical definitions of the seven essential components of a business plan.
  • Insights into who should be involved in planning and how to keep the process inclusive and effective.
  • A timeline that delivers a fully actionable plan in just 45 days.
  • A framework to align your plan with marketing and BD strategy using a go/no-go lens.
  • The confidence and clarity to start executing immediately.

Format & Duration

This session is highly adaptable: deliver it as a 60-minute energizing conference presentation or a half-day interactive team workshop.

Either way, you’ll leave with a shared language, a clear process, and a path to real results.

Why This Session Matters

Plans shouldn’t gather dust—they should drive action. In a time when many teams are stretched thin and unsure where to focus, having a simple, smart, and sustainable approach to planning gives your firm a powerful edge.

“Sarah helped us put processes in place to search out appropriate projects, develop contacts with new firms, and enhance those we do have relationships with. Because of her efforts, we were able to consistently and effectively win meaningful work.”

Larry LeMaster, CPA

COO, LandDesign

Make business planning something your team actually looks forward to.

With a streamlined approach and the right tools, your next plan won’t just get written—it’ll get done.

Let’s turn planning into progress!

Book Sarah to help your team build a clear, collaborative, and customized plan you can implement in just 45 days.

Keep it simple: Visioning for 2025

Keep it simple: Visioning for 2025

February is a time for reflection at The Flamingo Project. We look back on the past year and cast a vision for what’s ahead. January often feels like a whirlwind of “new year, new you” energy, so we let the dust settle, find our footing, and then go.  If you’re...

Professional Services Marketing Podcast: Good Research

Professional Services Marketing Podcast: Good Research

Good research begins with a good framework. Listen in, as Sarah chats with Frank Lippert and Kate Robinette of GoStrategies about how to build those plans on good research. They talk about defining the use of the data before you start, reframing the questions to get out of the rabbit holes and back on track, and provide you with resources to get started.

Keep it simple: Visioning for 2025

Keep it simple: Visioning for 2025

February is a time for reflection at The Flamingo Project. We look back on the past year and cast a vision for what’s ahead. January often feels like a whirlwind of “new year, new you” energy, so we let the dust settle, find our footing, and then go.  If you’re...