Build A Strategic Plan To Succeed
Without a plan you will miss 100% of your goals 100% of the time
Strategic Planning For Small Businesses
The Best Plan is the Plan you use and will deliver results
Simple Plans work best, too many details or too many pages/parts will leave everyone frustrated
Goals need to be time bound, numerically based, and measurable
One day Alice came to a fork in the road and saw a Cheshire cat in a tree. “Which road do I take?” she asked.” Where do you want to go?” was his response. “I don't know,” Alice answered. “Then”, said the cat, “it doesn't matter.”
Alice in Wonderland, Author Lewis Carroll
Strategic Planning Process: Two Options
DIY Strategic Planning:
Use the tools and templates below to build your strategic plan
Keep it simple
Focus on results that matter
Involve every stakeholder
Keep the big picture in mind
Download and use at your own pace
Results may vary
DWY Coach Facilitated Strategic Plan:
Done With You Strategic Planning , I facilitate the entire process with decades of experience in small businesses and successful growth and scaling of companies
Will drive the process towards realistic and measurable goals
Will develop an actionable plan
Done with you Strategic Planning workshop so you can focus on working on your business and not in your business - "On It, NOT In It"
Business Owner Strategic Planning Tools:
Step 1: Assessment
Complete a Strategic Assessment to provide a current status of the overall health of your business that includes your leadership, management and employee teams.
Honestly and objectively assessing your business provides the necessary information to answer the question, “Where do you want to go?” Knowing where your business stands currently compared to the vision of where you want it to be is the clarity needed to reach your desired potential.
Once Complete, combine all the data by team functions to identify high and low points and any big gaps between teams.
Strategic Assessment Topics:
Purpose
Core & Strategic Values
Core Competency
Business Definition
Core Product/Service
Ideal Client
Client Value Proposition
Our Competition
Our Competitive Advantage
Our Mission
Our 3 to 5 Year Vision
Critical Constraints
Strategy
Responsibilities & Actions
Take the Free Assessment Online to download your assessment and send an anonymous copy to your facilitator.
Assessment Time takes less than 5 minutes
Step 2: Build/Update Strategic Plan
The Small Business annual strategic plan reviews are not merely a checkbox on the business calendar; they are the heartbeat of small business success. A well-structured, well-executed review process isn't just about staying afloat in the competitive sea; it's about thriving, evolving, and reaching new heights. It's the difference between merely existing and making an indelible mark in your industry.
So, embrace the power of strategic planning, unleash the potential of your team, and forge a path towards a future where your small business not only survives but thrives in the ever-changing landscape of business.
At minimum, you should complete these documents to build your Strategic Plan: Business Assessment, One Page Strategic Plan, Strengths Weaknesses & Trends, and some form of an accountability plan. Keep reading for more details.
Strategic Plan Best Practices - 4 Essential Pieces Of The Strategic Plan
Strategy Assessment
Strategy Assessment from Step 1
One Page Strategic Plan
A Comprehensive One Page Plan that is a powerful and simple tool to keep your business on track
Strengths Weaknesses, & Trends
An updated version of the old SWOT, the SWT is essential to keep your business competitive and up to date.
Action & Accountability Plan
Without execution, all plans are useless. Use whatever tool you have access to to ensure your plan is executed and responsible parties are held accountable.
Call Me To Let Me Help You Through This Process
Your Business Plan got you started in your business. Your Strategic Plan is what keeps you in business. This is a living document/strategy and is essential for your business survival.
Let me help you get this process in place using the free tools above or have me facilitate this process for you.
Step 3: Execute Strategic Plan
A Coach facilitated Strategic Plan Session will dramatically increase effectiveness and
success of your business
Hold regularly scheduled Annual Strategic Planning sessions
Schedule Quarterly Plan Review Sessions to track progress
If your company is scaling more than 2X annually, hold these sessions monthly
Use the FocalPoint Focus App to build, track, and maintain progress for your company
Focal Point Align-Focus App
FocalPoint has partnered with Align to create the FocalPoint Focus App. This is the application and process found in the book "Scaling Up" and is a best practice for Small Businesses.
Testimonials
"Before I was involved with business coaching, I would have said it was not the thing for me. To say, “Life changing” would be an understatement. Invest in yourself, work hard and see the rewards, both financial and personal. Working with my business coach I have gained new focus on my business. I also have someone to whom I am accountable, which has helped me in setting realistic targets and meeting my goals on time. I have learned valuable lessons about my business, my staff and myself. More over I have a plan and a vision. Ongoing support, wisdom and care are invaluable." Lonnie Worthy
"I know Todd more from a personal level. He is a man of utmost integrity and character. " Eric Eggers
"I absolutely LOVED connecting with Todd. He has a vision to help business owners who are struggling to really reach their full potential. I recommend you reach out to him!" Aly Porter
"Todd's experience in Sales and Marketing will help drive your business to new heights and success! " John Serben
"Great Coach, focused and results driven. You are in good hands with Todd. " Isi Oteze
