Be yoUnlimited! Strategic Planning and Goal Setting

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Susan Low's presentation from yoUnlimited 2011.

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Be yoUnlimited! Strategic Planning and Goal Setting

  1. 1. Be YoUnlimited!<br />Strategic Planning and Goal-Setting<br />Susan Low, April 10 2011 <br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  2. 2. What is Strategic Planning?<br /><ul><li>Setting the direction for your business
  3. 3. Making the most of your resources in your unique context</li></ul>@Susan_Low @DirectisConsult #yoUnlimited<br />
  4. 4. What is Strategic Planning?<br /><ul><li>Future-focused
  5. 5. Aware / responsive to environment
  6. 6. Mindset</li></ul>@Susan_Low @DirectisConsult #yoUnlimited<br />
  7. 7. Strategic Plan Process<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  8. 8. Environmental Scan<br />What’s happening that affects my business?<br />Competition<br />Regulatory / legal / political<br />Economy<br />Social / demographic<br />Technology<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  9. 9. Environmental Scan<br />What are the strengths & weaknesses of my business?<br />Financial resources & management<br />Operational processes / efficiency<br />Marketing & sales<br />Human resources, talents & skills<br />Technology<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  10. 10. Mission, Vision & Values<br />What do we do? For whom?<br />What do we want our future to look like?<br />Why/how do we pursue this? What’s important?<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  11. 11. Value Proposition / Competitive Strategy<br />What do we offer that customers will pay for?<br />How do you KNOW?<br />How do we set ourselves apart from competitors?<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  12. 12. Metrics, Targets and Priorities<br />What do you measure?<br />Revenue (monthly? Per hour worked?)<br />Customers served, retained<br />Metrics need to be relevant to your mission & vision<br />Choose targets that push you to grow, evolve<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  13. 13. Setting Priorities<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  14. 14. Action Plan - Samples<br />Goal: Achieve $10,000 in monthly revenue<br />Priority: Improve sales skills<br />Action: Enroll in sales workshop, June 2011<br />Action: Build Excel spreadsheet for tracking leads<br />Goal: Work a 30-hour week<br />Priority: Improve time management<br />Action: Get online calendar & task mgr set up<br />Action: Read “Getting Things Done”<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  15. 15. Action & Feedback<br />Create a budget and compare real life / planned<br />Include regular monthly expenses and special costs<br />Use Quickbooks “Budget” reports <br />Quarterly review & update of your plans<br />Repeat environmental scan annually, then adjust goals & action plans<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  16. 16. Celebrate your Wins!<br />Short-term rewards for achieving targets<br />Tell a friend, tell your mom, tell the world!<br />@Susan_Low @DirectisConsult #yoUnlimited<br />
  17. 17. Thanks for listening!<br />Visit www.directis.ca<br />Follow @Susan_Low and @DirectisConsult on Twitter<br />“Like” Directis Consulting on Facebook!<br />Call me, 250-479-8303<br />Email me, sue@directis.ca<br />@Susan_Low @DirectisConsult #yoUnlimited<br />

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