Knowing when it’s the right time to scale your business

Medium effort

High impact

It’s difficult to know when it’s the right time for a step-change in a company’s growth. The investment required, whether that’s cash or your team’s time, can be daunting. You need to feel confident that it’s the right time to implement a strategy that’s going to help you scale your business.

Start this Action Plan

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

What's involved? Ways to use this action plan Measuring impact

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started

We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Board meeting performance

Board meetings are an opportunity to share and sense test your strategy

Why this metric?

Navigating periods of growth requires business owners to have a comprehensive understanding of their finances. Board meetings are a great test of that.

How do I start tracking?

Reflect on your performance at board meetings. Did you feel confident about your assessment of company performance? Could you answer financial questions easily?