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2012 Strategic Planning
1. 2012 STRATEGIC PLANNING
Do you want to improve your business or personal life in
the upcoming year?
Without having a detailed plan on how to take your
business or personal life to the next level you will likely
not succeed!
2. First you need to come up with a Vision. What
does life look like in 2012?
Your Vision can extend past just the upcoming
year. Short and Long term goals, as detailed
as possible.
Include your Work, Family, Friends and
anything else important to your life.
3. The next step is to come up with your
Mission Statement. This is just a few short
sentences that describe your Vision.
(Read your Mission Statement Daily!)
Once you have painted this vivid picture in
your head and put it on paper.
You are ready to start your plan!
4. Planning only consists of 3 things....
Strategies, Tactics and Activities.
• Strategies- A plan of action or policy designed to achieve a major or
overall aim.
• Tactics- An action or strategy carefully planned to achieve a specific
end.
• Activities- A specified pursuit or action in which a person partakes.
5. The next step is to list your goals that you have written in
your Vision.
For every goal that you imagined you would like to achieve,
you need to come up with 3 Strategies and Tactics for
each.
Goal #1 Goal #2 Goal #3 Goal #4
_______ _______ _______ _______
_______ _______ _______ _______
_______ _______ _______ _______
6. The next step is to create Remember! You can always
Activities that will fine tune and add to your
compliment your strategies plan. Translate your Goals
and tactics that will get you into Specific Strategies,
to your end goal. Tactics and Activities.
7. Try to come up with a minimum of 3 Strategies, Tactics
and Activities for every goal in your plan.
It is important to set time lines on your goals.
The only way to achieve your success is to plan for it!
Your 2012 Strategic Plan should always be kept
visible at all times. Your weekly to-do-list's can then
be built around your Plan. Keeping your Goals visible
keeps you focused on the task at hand.
Once you know what it is you are after, It is easier to
make it a reality!
8. 800-511-4551 Ext 101
brian@fsv-capital.com
Do you need help building your strategic
plan?
We offer a variety of products and services to meet every
need and help you achieve your financial goals.
Whether your business has just started, or is well
established, we'll find a way to help you succeed.