Rebuilding the quarterly planning cycle for a regional logistics firm
A fast-growing logistics business had outgrown the planning habits of its early years. Every department ran its own spreadsheet, and leadership meetings were spent reconciling numbers instead of making decisions.
Over ten weeks we interviewed leaders across the business, agreed a short list of company priorities and introduced a single quarterly planning calendar with one shared template.
OutcomeLeadership reviews now start from the same page, and each team can see how its plan connects to the company’s priorities.
