Strategic Plans for Companies and SMEs
We design your 3–5 year strategic plan: situation assessment, measurable objectives, action plan and scorecard. We identify the public grants and tax deductions that fit your strategy.
3–5
Years of strategic vision
Which companies need a strategic plan?
41% of Spanish SMEs point to organisational and management problems as a real brake on their competitiveness (FAEDPYME, 2023).
Companies in growth
- SMEs with turnover above €500,000 that plan to expand
- Companies looking to move into new markets or trade abroad
- Businesses that want to structure their growth without spreading resources thin
Businesses at a turning point
- Companies facing succession or a change of management
- SMEs that have grown reactively and need to order their strategy
- Organisations that want to reposition themselves as their sector changes
Companies with innovation projects
- SMEs investing in R&D&I that want to link it to tax deductions
- Companies looking for projects eligible for CDTI or ACCIÓ grants
- Organisations that need an innovation roadmap aligned with their strategy
Directors with no time to plan
- CEOs and managers who run the day-to-day with no room for the medium term
- Management teams taking decisions without a shared strategic framework
- Companies where annual targets do not connect to a 3–5 year vision
How we design your strategic plan
Situation assessment
We analyse your company with the Business Model Canvas (BMC), SWOT and CAME analysis, a PESTEL study of the environment and Porter's five forces. We identify your real strengths and the priority areas to improve.
Defining the strategy
We define vision, mission and values. We set strategic objectives over 3–5 years and design a sustainable business model. We identify the change levers with the greatest impact.
Action and investment plan
We write the full plan with prioritised initiatives, a timeline, a balanced scorecard (KPIs) and a financial plan. We map the public grants and tax deductions that fit.
Support and follow-up
We hold regular reviews, measure progress against the KPIs agreed and adjust the initiatives as the market moves. Your strategic plan is a living document.
Funding your strategic plan
Your company can fund the strategy consulting in full or in part with public grants. We identify the ones that fit your project.
Cupons ACCIÓ Estratègia (strategy vouchers)
Up to €8,000 non-repayable for Catalan SMEs that want to redefine their competitive strategy. 2025 call.
R&D&I grants
The innovation projects identified in your plan can qualify for CDTI and ACCIÓ funding and for Next Generation EU funds.
R&D&I tax deductions
The innovation roadmap in the strategic plan is the base document for claiming the art. 35 LIS deductions (25–42%).
Is your company growing without a plan?
41% of Spanish SMEs point to management problems as their main brake on growth. A strategic plan turns the vision into measurable actions with a calendar and named owners.
Request a free assessmentFirst assessment session without commitment
Other strategic consulting services
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Fractional CFO
Professional finance leadership for SMEs without fixed costs. Planning, management control and tax optimisation.
Change Management
DISC methodology to transform your company through its people: leadership, organisational culture and internal communication.
Strategic planning in figures
3–5 years
Horizon of a strategic plan for SMEs
41%
SMEs with organisational problems (FAEDPYME, 2023)
8.000 €
Funding from Cupons ACCIÓ Estratègia 2025
Frequently asked questions about strategic planning
A complete strategic plan includes an assessment of the current situation (SWOT and PESTEL analysis and the Business Model Canvas), the definition of vision, mission and 3–5 year objectives, an action plan with prioritised initiatives and named owners, a balanced scorecard with measurable KPIs, and a financial plan that tests whether the growth is viable. At Tecnocim Innova we add one further element: we identify which projects in the plan qualify for public grants or R&D&I tax deductions.
An initial strategic review takes 2–4 weeks. The full design process, including workshops with the management team, market analysis and writing the final document, runs between 6 and 12 weeks. Support during implementation can extend from 3 to 12 months depending on the scope of the plan.
The business plan describes how the company works today: revenue model, cost structure and target market. The strategic plan defines where the company wants to go over the next 3–5 years and what specific actions it will take to get there. It covers the competitive analysis, the growth objectives with their KPIs, the priority initiatives and the projected financial plan.
Strategic objectives are set through a structured process: first the current situation is analysed (SWOT, PESTEL, Porter), then the 3–5 year vision is agreed, and finally it is broken down into specific, measurable, achievable, relevant and time-bound (SMART) objectives. Each objective is tied to concrete KPIs and to a named owner inside the organisation.
The strategic plan should be formally reviewed at least once a year, to assess progress against the KPIs agreed and to adjust the initiatives as the market moves. Quarterly operational reviews are also advisable. The full plan is reworked every 3–5 years, or whenever there is a significant change in the competitive environment of the company.
Yes. In Catalonia, the Cupons ACCIÓ d'Estratègia fund up to €8,000 non-repayable for SMEs that want to redefine their competitive strategy. Nationally, the Kit Consulting programme has funded strategic advisory services for SMEs with 10 to 249 employees, through vouchers of €12,000 to €24,000. Tecnocim identifies every grant that fits your project before the work starts.
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Free strategic review and a tailored plan proposal within 48 hours.
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