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Current-State
Business Snapshot
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BC Regional Meeting · Understanding the Current Business and Strategic Direction
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About This Workbook
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This workbook goes with the 9:30 session. Each tab matches a slide, so you can fill it in as we go. Have your 2025 and 2026 P&Ls, forecast, BANG reports and staff list beside you.
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This session is a diagnosis, not a solution. You'll use what you record here all day, starting with the 1:15 planning session.
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Prefer paper? Every tab prints on a single Letter page. Fill in the yellow boxes by hand.
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How to Navigate This Workbook
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1 — Pathway SnapshotYour results from leads to enrollments, with trends and ratings.
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2 — Financial SnapshotRevenue, costs and margin, with trends and ratings.
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3 — Team & CapacityWho runs each function, the owner's hours, and your tutor capacity.
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4 — The StoryWhat drove or limited 2026, and the observations that matter most.
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5 — Primary ConstraintSeven diagnostic questions and your constraint, with evidence.
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6 — DirectionMaintain, improve, change, learn; one action for 2026; your 2027 direction.
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7 — My SnapshotYour one-page summary. It fills in from the other tabs.
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Colour Key
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YellowCells where YOU enter information.
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BlueCalculated for you. Don't type over these.
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Tutor Doctor Fundamentals and Network Benchmarks
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CodeMeasureHow it's calculatedBenchmark
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F0LeadsNumber of new enquiries—
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F1Cost per leadMarketing spend ÷ leads$100
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F2Lead to consultationConsultations ÷ leads50%
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F3Consultation to enrollmentEnrollments ÷ consultations70%
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F4Average saleAverage value of a new enrollment$2,000
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Benchmarks are from the Tutor Doctor network: F4 confirmed by Home Office; F1, F2 and F3 from the PIP Franchisee Workbook.
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