Q2 “One Page” Business Planning


A one page business / action plan is the outcome of the strategic planning session. A short, punchy, action based plan with timelines and champions. It’s your “go to” document and avoids low value distractions.

This 4 hour business planning session is one to one or for all the key business decision makers / management team.

The session is facilitated by an experienced business person who will lead you through the thinking process to identify your business purpose, vision and outcomes that you want to achieve. Business values, KPIs, and high level budget targets will be set.

The value proposition for your defined target market will be crafted and opportunities and vulnerabilities identified.

The session culminates in clear, realistic and measurable goals for the next 12 months as well as an action plan to achieve them.

The outcome will be a clear strategic outline of what you need to do, by when, to unlock the potential in your business. The resulting planning document will be your concise road map against which you can measure your progress over the next quarter and year.

The session is practical and helps ensure all key decision makers are clear about the strategic objectives and plan to achieve them.
The 4 hour session will be scheduled for a time that suits you at the Q2 HQ situated at 2A Pacific Rise, Mt Wellington, Auckland.

Q2 “One Page” business planning workshops are registered on the Regional Business Partner Network and eligible businesses may qualify for a voucher of up to 50% of the course cost.

Call Q2 to find out more.


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Q2 Financial Intelligence Coaching

$600 + GST

Do you understand your financial reports and what they are telling you about your business? Are you getting the most benefit from your financial reports?

If you answered “no” or “I’m not sure” to either question then check out the Q2 Financial Intelligence Coaching programme.

Management decisions rely on a sound understanding of the financial drivers in your business. Financial Intelligence Coaching helps you gain confidence and important business knowledge to successfully lead and manage your business.

You’ll attend bi-monthly sessions to discuss your financial results, culminating in you producing and interpreting your own customised financial reports each month. The focus of each session will depend on your needs, objectives and business direction.

By attending Financial Intelligence Coaching you’ll:

  • Receive independent advice
  • Gain knowledge of key accounting concepts
  • Access the collective wisdom of Q2 accountants, systems, products and services
  • Receive ongoing phone support to address issues between sessions

Financial Intelligence Coaching will help you to understand your key financial reports:

  • Improved accuracy going forward
  • Clearer and more useful formats to aid decision making
  • Make informed decisions with better understanding of the financial implications
  • Manage and monitor your cashflow effectively, as well as your debtors and creditors
  • Begin to understand other information you need to capture monthly

By undertaking Financial Intelligence Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively. We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

Your Q2 coach will hold you accountable for reviewing your monthly reports prior to each meeting. This accountability will positively impact the way you manage your business and teams’ performance.

Your investment

Financial Intelligence Coaching is an important investment for you personally – and for your business. There are two Q2 Financial Intelligence Coaching options to choose from:

One-on-One Financial Intelligence Coaching – $3,000 + GST (or $500 + GST bi-monthly)

  • 6 two-hour bi-monthly sessions one-on-one with your Q2 financial intelligence coach
  • Each coaching session will be 100% focussed on your needs, questions and business direction
  • Receive ongoing phone support to address issues between sessions
  • Coaching sessions scheduling flexible to fit with your calendar

Group Financial Intelligence Coaching – $600 + GST (50% on booking, 50% before 1st workshop)

  • 6 two-hour bi-monthly sessions in a small group facilitated by your Q2 financial intelligence coach
  • Each coaching session will access both the knowledge of your Q2 coach and the collective wisdom and experiences of the other business owners in the group
  • 2019 Sessions held from 4-6pm on the third Thursday in February, June, August, October with a final session in November 2019.  The April workshop will be held on 11 April 2019 to avoid Easter.


Q2 Financial Intelligence Coaching is registered on the Regional Business Partner Network and eligible businesses may qualify for a voucher of up to 50% of the course cost.

Call us and we’ll help you take control of your financial situation


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