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Step 2 of 6 · StrategyStrategy: a three-year plan your whole team understands
Agree where the business will be in three years, then test whether the numbers hold. VisionWeb turns your targets into a plan with monthly profit and cash flow — and shows the pinch points before they happen.
Where are we going? Build your three-year plan — or send in what you already have and check the draft VisionWeb makes from it. Then test it: a forecast health check on the plan’s own years, monthly profit and cashflow with your real debtor, supplier and stock days carried forward from the Health Check, and an AI Board Review that challenges the plan.
Clear targets the whole team understands — and the pinch points, including how much cash growth will swallow and whether you would run short, seen before they happen.
Watch step 2 in a minute
Narrated by Nigel Moore. Shown with an invented business, Pemberlow Coffee Roasters Ltd.
The tools in this step
VisionWeb
Build a three-year plan — targets, objectives, and what needs to change.
Forecast health check
The plan’s own years measured the way the Health Check measures your actuals: growth, margins, interest cover, working capital days and the lowest month-end bank balance.
AI Board Review
A review that challenges the plan the way a good board would, so the weak assumptions surface before the money is spent.
How it fits the plan
The plan sets the growth target that steps 3 to 6 must deliver: the product range, the sales activity, the process capacity and the people. Everyone walks all six steps; your diagnostic scores decide which get a full audit and which a ten-minute check, and everything lands on your dashboard as one action plan.
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7 min read · By Nigel MooreQuestions about this step
Can I use a plan I already have?
Yes. Send in what you already have and check the draft VisionWeb makes from it, rather than starting from a blank page.
Does it forecast cash as well as profit?
Yes. It forecasts monthly profit and cash flow, using your real debtor, supplier and stock days from the Health Check, so you can see how much cash growth will absorb.
How far ahead does it plan?
Three years, with the targets broken down so the whole team can see what they need to deliver.
See how your business scores on step 2
The free diagnostic takes about ten minutes, scores all six steps and shows what to fix first. Every BBE plan then includes every tool in this step.