Roadmap Business Process

Marketing and Sales

Operations Evaluation
Businesses promote their This phase involves the day-to-day After the business is up and running,
01 products/services through marketing 03 operations of the business, including 05 it's important to evaluate
campaigns, advertising, and sales managing resources, and personnel. performance, identify areas for
efforts. improvement.

Business Planning Market Research

Product/Service
02 04 06
In this initial phase, businesses Market research involves gathering During this stage, businesses design,
create a comprehensive plan data and insights about target develop, and refine their products or
outlining their goals, strategies, and markets, customer preferences. services.
financial projections.
Roadmap Business Strategy 06

Market Research Evaluation

Identify market opportunities and
competitor analysis. Understand
customer needs and preferences.
Conduct regular business
05
performance evaluations. Identify
development opportunities and
create growth plans.
04

Business Planning Management

Create a comprehensive business
plan that includes vision, mission,
goals, strategies and financial
projections.
Efficiently manage daily operations
03
and business resources. Ensure that
all processes run smoothly.

Implementation
Implement a business plan with
concrete steps. It involves building a
team, acquiring resources, and
launching.
02
Marketing Sale
Use marketing and sales strategies
to promote products or services.
Focus on building brand awareness
01
 Roadmap of Business Marketing Strategy
Market Segmentation Business Branding Business Relationships

Identifying and understanding the Building and maintaining a strong Building relationships with potential
target business market segment. brand image among business customers, business partners and
customers. other stakeholders.

02 04

01 03 05
Understanding Customer Content Marketing

Understand the needs, problems and Produce and distribute relevant and
challenges faced by potential valuable content for business
business customers. customers.
 Roadmap of Business Success

Monitoring Setting Financial

etermine your short-term and long- etermine your short-term and long-
term financial goals, such as saving term financial goals, such as saving
for retirement, buying a home, or for retirement, buying a home, or
paying off debt paying off debt

Investment Budgeting
Develop an investment strategy based Create a budget to manage your income
on your risk tolerance and financial and expenses. Allocate funds to various
goals. Consider investments such as categories, including savings and
stocks, bonds, real estate investments
 Roadmap Business Success
Strategy Monitoring and
Optimization
Continuously monitor key
performance indicators (KPIs) and
business processes.

Business Planning
Develop a comprehensive business plan 04 05
outlining the mission, vision, goals,
strategies, and financial projections.

Market Research
Evaluation and
Identify market opportunities, 02 03
analyze competitors, and understand Growth
customer needs. Evaluate the overall performance of
the business. Identify growth
opportunities, explore
diversification.
Implementation
01 Business
Execute the business plan by putting
strategies into action. This involves
setting up operations.
 Roadmap Financial Planning
Process Business
Setting Financial
Determine your short-term and long-
term financial goals, such as saving
for retirement, buying a home

Investment
Develop an investment strategy
based on your risk tolerance and
financial goals Monitoring
Regularly review your financial plan
and make adjustments as needed.
Track your investments, update your
budget

Budgeting
Create a budget to manage your
income and expenses. Allocate
funds to various categories,
including savings
 Roadmap Financial Planning Business Success

Assessment
Evaluate your current financial situation.
This involves assessing your income,
expenses, assets, and liabilities.
02
Investment
Develop an investment and savings
strategy. Determine where and how to
invest your money, such as in stocks.
04

Monitoring
Regularly monitor your financial plan and
make adjustments as needed. Stay on top of
your budget, investments, and financial
05 goals

Goal Setting Budgeting

Define your financial goals and Create a budget to manage your
objectives. This includes short-term income and expenses. Allocate funds
goals (e.g., paying off debt), to various categories and track your
01 medium-term goals.
03 spending to stay on track with your
financial.

Initiation
In the initiation stage, the project is
defined and its feasibility is
assessed. Key stakeholders are
identified, and initial goals
objectives
Roadmap of Business Life Cycle
Planning Monitoring
Planning involves creating a During this stage, project progress is
detailed project plan, which includes continuously monitored, deviations
defining tasks, setting timelines, from
allocating resources, and developing Execution the plan are addressed. Closure
The execution phase is where the In the closure stage, the project
project plan is put into action. Tasks is formally completed. This includes
are performed, and the project team handing over deliverables, obtaining
works achieve project's client approval
 Financial Planning Process
Roadmap
Setting Financial
Determine your short-term and long-
term financial goals, such as saving Investment
for retirement, buying a home
Develop an investment strategy
based on your risk tolerance and
financial goals

01 Budgeting Monitoring
Create a budget to manage your Regularly review your financial plan
income and expenses. Allocate 03 and make adjustments as needed.
funds to various categories, Track your investments, update your
including savings budget

02 04
 Roadmap Business Process

Market Research Product Development

Identify market opportunities, Develop products or services based
analyze competitors, and understand 02 on market research and customer 04
customer needs. feedback.

Business Planning Marketing and Sales

Create a comprehensive business plan Develop marketing strategies to promote
01 that encompasses vision, mission, 03 products or services. Implement sales
goals, strategies, and financial tactics to reach.
projections.
 Roadmap Business
Process Evaluation
Financial Evaluate business performance,
identify areas for improvement, and
Monitor financial performance, plan for future growth.
manage budgets, and track expenses.
Make strategic financial decisions.

04
Customer Service
Provide excellent customer service
03
to build loyalty and satisfaction.
Address customer inquiries.

Management
Establish efficient processes for
producing and delivering products
or services. Manage resources. 02

01
 Financial Planning Process Business
Roadmap

Assessment Monitoring
Evaluate your current financial Regularly monitor your financial
01 02 situation. This involves assessing plan and make adjustments as
your income, expenses, assets, and needed. Stay on top of your budget,
liabilities. Understand your financial investments, and financial goals
Goal Setting standing

Define your financial goals and

objectives. This includes short-term
goals (e.g., paying off debt),
medium-term goals 03 04 05

Budgeting Investment
Create a budget to manage your Develop an investment and savings
income and expenses. Allocate strategy. Determine where and how
funds to various categories and track to invest your money, such as in
your spending to stay on track with stocks, bonds, or retirement
your financial goals accounts