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Business Diagnostic

What do you want your business to do for you?

Running a small-to-medium sized (SME) or family-owned business today means you are faced with an often overwhelming array of daily challenges …challenges that can take your focus away from the future, because you're simply trying to get by today. Our extensive experience working with SMEs, combined with a suite of proprietary, cutting-edge tools and resources allows us to take you through a personalised strategic and operational review that is comprised of three distinct stages:

  • Data Gathering and Analysis
  • Strategic and Operational Action Plans
  • Ongoing Monitoring and Implementation

Data gathering and analysis

Using a sophisticated business analysis tool, we will work closely with you to assess critical areas of your business. The information you provide will allow us to conduct a high-level diagnostic review of your current strategic position and overall operational performance.

Strategic and operational plans

Based on the diagnostic review, we will help you identify exactly what needs to be done in your business to reach your goals. Together we will develop key action steps and a project plan with timelines and resources to make it happen.

Monitoring and implementation plans

To ensure that you stay on track, we will monitor the project management plan and work with you on the implementation of the action steps required. We will work closely with you to ensure your goals are achieved, on-target and on-time.

Are you headed in the right direction?

If you're like most business owners, you have a pretty good sense of how your business is doing right now. What is probably more difficult for you is determining where you should be going in the future, and how to get there.

Data gathering and analysis

The process starts with determining your objectives and reasons for being in business. Knowing what you want is very important.

We then review the external factors that affect the business, such as customers, competitors, industry, and technology.

And finally, we will take you through a series of critical questions that are related to the following key performance areas of your business:

  • Vision – Clarifies your direction and the desired future position of the business
  • Strategy – Obtains a picture of how you plan to reach your goals.
  • Structure – Examines how the business is organised.
  • Products and services – Provides an overall view of the competitiveness of your products and services, and how well you manage their procurement, production and distribution.
  • Marketing and sales – Examines how you take your product to market and sell it
  • People – Assesses the suitability of your team and how well you deal with people management.
  • Culture – Picks up on the "unwritten" rules that drive behaviour in your business.
  • Systems and processes – Provides information about your systems and operational procedures and how technology supports them.
  • Finance – Focuses on the financial performance of the business.

After our analysis is complete, you will receive a detailed report that reviews the strategic position of your business and its operational performance.

Now you've got your 'health check' and report on how you're doing in each area of your business.

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So where do you go from here?

Do you have a roadmap to get you there?

Strategic and operational action plans

You can't get your business to a different place by following the same road. And you can't get there without direction.

The next step in the process is to develop Strategic and Operational Action Plans, where we will use our analysis to help you identify what needs to be done in your business to reach your goals.

Together we will develop action plans based directly on the challenges you face, and taking into account the key stakeholders involved – you, your team, your customers and your suppliers.

The result is a structured, step-by-step strategic and operational project plan that outlines what needs to be done, when it will happen, and who is responsible for each action step.

Ongoing monitoring and implementation

Ensuring that the action plans get underway and the work gets done is the most crucial stage in the process. We bring discipline and expertise in rolling out the specific action steps required for each challenge, and our approach to implementation and monitoring is issue-based, workplan driven, and output oriented. We also believe in a high degree of two-way communication throughout the process.

To ensure you stay on track, our Ongoing Monitoring and Implementation services include developing and monitoring a project workplan. This will allow you to drive the implementation of the plans to ensure the benefits are realised.

Included in the workplan is an Activity Log for each individual action step, showing what has been done under each initiative. This allows us to assess the extent to which each individual task is complete.

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The benefits of working with us

Client relationships are of critical importance, and we strive to develop long-term partnerships with our clients that are based on trust, commitment and integrity. Thus, you will find, as we work side-by-side with you to achieve your goals, that it is our people and what they bring to the table that truly differentiates us.

Our people

Because we operate in your local market, we understand the challenges you face. And because we are a part of your community, we are committed to providing exceptional service.

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  • "McCoy & Co are a critical component to the success of our business. We rely heavily on the advice and support of Craig McCoy and his business advisory unit." Read more >>
    - John Plato - Managing Director - Plato Creative
  • "Craig & Bevan & the team at McCoy & Co have been a vital ingredient in the success of COP Ltd. Their value is not just in the timely accuracy of their accounting work..." Read more >>
    - Simon Chapman - Managing Director - Chainsaw and Outdoor Power
  • "I have used the services of McCoy & Co for the past 4 years and have found their accounting, tax and business acquisition advice exceptional." Read more >>
    - Rob Acutt - Managing Director - Triex Health Safety and Wellness
  • "McCoy & Co have played an instrumental part in the development of our transport group over the past ten years. Their advice has moved beyond that which you would normally expect from an accountant." Read more >>
    - Scott McAlister - Managing Director - Mackley Carriers

Click the links below to download a copy of our 2018 questionnaires.

contact us
contact us

Whatever your requirements, we can help you find the solution - contact us today.

Address: Level 1, 149 Victoria St
Christchurch 8013
Find us on the map
P. 03 - 366 - 1058
F. 03 - 366 - 0592
Send an enquiry

tools & resources
tools & resources

Click on the links below to use our handy online tools and resources.

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