Be yoUnlimited! Strategic Planning and Goal Setting

Be YoUnlimited!
Strategic Planning and Goal-Setting
Susan Low, April 10 2011
@Susan_Low @DirectisConsult #yoUnlimited

What is Strategic Planning?
Setting the direction for your business
Making the most of your resources in your unique context

What is Strategic Planning?
Future-focused
Aware / responsive to environment
Mindset

Strategic Plan Process

Environmental Scan
What’s happening that affects my business?
Competition
Regulatory / legal / political
Economy
Social / demographic
Technology

Environmental Scan
What are the strengths & weaknesses of my business?
Financial resources & management
Operational processes / efficiency
Marketing & sales
Human resources, talents & skills
Technology

Mission, Vision & Values
What do we do? For whom?
What do we want our future to look like?
Why/how do we pursue this? What’s important?

Value Proposition / Competitive Strategy
What do we offer that customers will pay for?
How do you KNOW?
How do we set ourselves apart from competitors?

Metrics, Targets and Priorities
What do you measure?
Revenue (monthly? Per hour worked?)
Customers served, retained
Metrics need to be relevant to your mission & vision
Choose targets that push you to grow, evolve

Setting Priorities

Action Plan - Samples
Goal: Achieve $10,000 in monthly revenue
Priority: Improve sales skills
Action: Enroll in sales workshop, June 2011
Action: Build Excel spreadsheet for tracking leads
Goal: Work a 30-hour week
Priority: Improve time management
Action: Get online calendar & task mgr set up
Action: Read “Getting Things Done”

Action & Feedback
Create a budget and compare real life / planned
Include regular monthly expenses and special costs
Use Quickbooks “Budget” reports
Quarterly review & update of your plans
Repeat environmental scan annually, then adjust goals & action plans

Celebrate your Wins!
Short-term rewards for achieving targets
Tell a friend, tell your mom, tell the world!

Thanks for listening!
Visit www.directis.ca
Follow @Susan_Low and @DirectisConsult on Twitter
“Like” Directis Consulting on Facebook!
Call me, 250-479-8303
Email me, sue@directis.ca

Be yoUnlimited! Strategic Planning and Goal Setting

by Susan Low on Apr 15, 2011

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