The McSwain Hiott team is equipped to assist with all aspects of strategic planning—plan creation, coordination and implementation. Our planning process leverages quantitative analysis and ongoing support to promote plan accountability and ensure optimal results.


McSwain Hiott Strategic Planning Process: Step 1

Business Diagnostic

We will conduct a qualitative and quantitative evaluation to better understand company vision, identify achievable goals and explore potential outcomes.


McSwain Hiott Strategic Planning Process: Step 2

Strategic Plan Creation

We will meet with company owners and executives to determine necessary actions, responsible parties and methods for tracking progress (Key Performance Indicators). We will recommend a Vision Workshop based upon diagnostic findings.

Strategic Planning Workshop Charleston, SC

Proactive Vision Workshop
(1 Year Outlook)

Strategic Vision Workshop Charleston, SC

Strategic Vision Workshop
(3-5 Year Outlook)


McSwain Hiott Strategic Plan Implementation: Step 3

Plan Implementation & Ongoing Support

We will monitor progress (Key Performance Indicators) and conduct routine Accountability Meetings to maintain positive momentum. Ongoing support, such as accounting system setup, accounting system maintenance or compliance services, can be quoted separately as needed.