Purpose Driven Results

Your Strategic Planning Kit

You may have created a business plan as part of the launch of your business...

...but with the day-to-day of running the business, a year or even many years can go by before you refer back to that plan—if at all. Well, a lot can happen in your business during those years: priorities may have shifted, you may have added new products, key staff may have been added or moved on. Suddenly, you realize that as an organization, your course has changed, but your long-range plans aren’t updated to reflect the new direction you’re taking.

Business strategy means having a long range plan and milestones along the way that ensure you get there. And it should be something you do each and every year.

The best way to ensure you reach your goals is to go through the important process of annual planning. This will help you formally identify if you’re on track, or even if changes in circumstances, like new technology, market changes, turnover, new products, and more, mean you need to reassess your long range plan. Each year, you take the time to measure progress, and assess the specific steps you’ll take in the coming year to ensure that you stay on track toward your long range goals.

We believe in the power of collaborative results. So, we invite you to get your entire company to participate in your annual planning, because some of the best ideas come from the people whose hands are closest to the work.

And, if you are a small business owners, you may dream of financial independence, the freedom of spending your time as you wish, being your own boss, or feeling content by filling a void in the market.

Whether you are a small or large business, both need strategic planning. Here is what we believe are the basic steps needed to help you succeed, not only in your planning, but also in your business.

  1. Develop your foundation: Purpose, Core Values, Brand Promise, Leader Behaviors

  2. Do your research. Analyze your financials, processes, people, and technology

  3. Clearly define your Strategy—how you will fulfill your Purpose

  4. Identify a clear THERE—where your business is going—for the next 12 months that fits the strategy you have created

  5. Clearly define HERE—where you are now, before you start determining actions

  6. Create a PATH of actions to take to get to THERE. Be flexible about your plans and actions, but less so about your THERE

  7. Set clear milestones on the PATH that help you measure progress

  8. Align everyone with THERE, the desired results, so they know how they contribute

Table of Contents

  1. Introduction
  2. Step One: Identify Your Purpose
  3. Step Two: Analyze your Current Results
  4. Step Three: Create your Strategy
  5. Step Four: Identify your THERE– Your Desired End Result
  6. Step Five: Describe you’re here—Current Reality
  7. Step Six: Determine Your PATH—Actions to Get THERE
  8. Step Seven: Establish Your Meeting Rhythm for Success
  9. Step Eight: Involve, Align, and Motivate Everyone
  10. Strategic Planning Road-map
  11. Strategic Planning Worksheet

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