Support Checklist
| Client need: | Delivered through: | Score* | |
| 1. | An experienced businessperson trained in mentoring as a critical friend/support | Mentoring WealthBeing |
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| 2. | Business overview – identify key areas | Strategy hour Strategy on a page Strategic planning workshop |
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| 3. | Operational/process/people issues | SME Consultancy Training/development workshop |
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| 4. | A business growth programme (based around strategy, finance, operations, personnel, marketing, sales) | SME Strategy Programme WealthBeing |
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| 5. | Promoting an innovation and change culture | Innovation and change leadership project | |
| 6. | Developing the management team (for companies/organisations) | Facilitation workshop Individual development plans |
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| 7. | Succession planning (selling the business to senior staff or externally) | Mentoring/workshops | |
| 8. | Fundraising | SME Corporate Finance | |
| 9. | Financial review/plan | SME FD Services Financial strategy Management reporting |
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| 10. | Marketing advice – marketing strategy, branding, website, SEO, Facebook, LinkedIn, blogs marketing campaign, networking | SME Marketing specialist SME Website support specialist Specific marketing projects |
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| 11. | Sales leads & conversions | SME Sales specialist | |
| 12. | Owner/manager/SME tax advice | Individual tax/SME tax specialists | |
| 13. | Accounts/book-keeping function | SME Web Accountants | |
| 14. | HR strategy | SME Human Resources specialist | |
| 15. | Legal advice | SME Legal specialist | |
| 16. | Peer support | The SME Strategy community |
*The score is an assessment of the client’s need on a 0-5 scale (5 is high, 0 is low)