1:1, Workshops + Strategy Projects

One-to-One SME Owners & Managers

Working alongside you via a mini-Due Diligence process, that helps extract the IP from your head and place that on paper.

From there we create a workable, realistic Action Plan to help provide a guide towards greater clarity, confidence, productivity, progress and in every case, seeking to have an Exit Plan based on increasing your business’s value.

Whether you’re needing outcomes for the next phase, for stability, growth/scale, contingency, change, new structure or positioning for succession/exit, then this will help.

Be saleable anytime.

Via regular check-ins, we evaluate metrics, set new objectives and overall, create ongoing accountability.

I seek to listen and ask relevant & timely questions to help uncover, consider, plan, architect and if need be project manage implementation if required, with credible partners.

An independent business shoulder to lean on when required – your own business Co-Pilot®

One-to-One Executive & C-Suite Sounding Board

Working with executives & senior manages in either a regular or adhoc manner, to act as a sounding board.

Given the number of projects and demands on you, I work alongside you to help you prioritise your opportunities, as well as simply listen to your needs, offering a suggested path, strategy & tactics to move forward.

Group + Individual Workshops to help shape your clear path, priorities and take action

A three-hour Business Action Planning (BAP) workshop, with a maximum of 10 businesses.

Using real life experience, together we address the 10 Key Ingredients of a BAP that make up a business, evaluate strategies & tactics, leaving with a physical Action Plan.

This is available in a 1 to 1 situation also, in order to kick start your thinking.

On and offline options.

Introductions & Connections that make stuff happen

I’ve been very fortunate to meet some great people along the way, making lifelong friends and colleagues, who often are equally keen to meet good people.

Where there is a fit, a part of what I do is provide useful connections across all sorts of services & industries, who help to further connect the dots to move you even further along the curve. Why go from A to B to C when you can go from A to C immediately?

Strategy & Implementation Projects

Broad Business Audits; RFP Evaluations; Governance & Management;

Business, Marketing & Comms Strategy Action Planning; Online & Offline Community Building from your dbase/CRM; Creating a single view of the customer for greater personalisation & segmentation; Branding; Growth Strategies: New Revenue Models; Evaluating Risk & De-risking strategies; Assisting businesses evolve from off to online eCommerce; Lead Generation & Filling Sales Pipelines; Idea Generation & Implementation

Determining Technology Platforms; Automation; UX/CX/Customer Journey Mapping; eCommerce & Digital projects;

People/HR; Finding the right Team Member;

Building Strategic Relationships;

Building Assets & Asset Value; IP;

Business Exits/Succession Planning; Term Sheets & Information Memorandums (IM’s);

The 50+ demographic opportunity;

Coaching/facilitating Strategy & Business Planning Workshops;

Health & Wellness guidance via bespoke templates and personal experience.

Learn more about working with Richard Poole, Co-Pilot®.

Co-Pilot®is a registered Regional Business Partner.

November 2021: If you are an Auckland-based business and in need or either Strategy/Advisory/General Assistance or Implementation to help your business stabilise/recover, create a plan and grow during these times, then please register your interest here from 1st December. If successful, you can apply for up to $3000 for Strategy/Advisory/General Assistance and/or up to $4000 for Implementation.

Alternatively and outside of Auckland, If your project fits within the criteria, there is the potential to apply for a Capability Voucher to assist with funding for up to 50% of an assignment’s value (maximum $5000 + GST funding for a $10,000 + GST assignment). e.g. Mini Due-Diligence, Discovery & Prioritised Action Planning that works, to solve Problems (to make Progress)

    Please leave your details for a no obligation conversation. Thank you.


    Image by Adam Solomon on Unsplash