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We help small businesses succeed.We help small businesses succeed.
We help small businesses succeed.
The importance of strategic planning
• Turning your vision into reality requires a
healt...
We help small businesses succeed.
Identify the
purpose of your
business.
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Identify your purpose
• A vision helps influence
strategies/decisions
• Ask yourself: “W...
We help small businesses succeed.
Understand how
strategy guides
planning.
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Strategy guides planning
• Strategy is often misunderstood, rarely done
• Take time to d...
We help small businesses succeed.
Strategy guides planning
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Free 30-minute personalized
strategic planning consultation:
• Strategic planning e-book...
We help small businesses succeed.
A strategy
planning
methodology.
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Strategy planning methodology
• Mission:
– Achievable within the next
3-5 years
– BHAG (...
We help small businesses succeed.
Strategy planning methodology
• Annual priorities:
– 3-5 priorities you will focus on th...
We help small businesses succeed.
Strategy planning methodology
• SMART objectives:
– Projects and/or large tasks required...
We help small businesses succeed.
Establish a
meeting rhythm
for success.
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Meeting rhythm for success
• Use productive
meetings to:
– Assess and learn from
success...
We help small businesses succeed.
Try this rhythm…
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Meeting for Success
The SWOT+ process (a great way to share ideas
and move forward as a ...
We help small businesses succeed.
Meeting for success
SWOT+ process cont.
• SWOT analysis -
Strengths, Weaknesses, Opportu...
We help small businesses succeed.
Meeting for success
SWOT+ process cont.
• Strategic Issues (30-60 minutes):
– Identify t...
We help small businesses succeed.
Measure results
for continuous
improvement.
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
Where performance is measured,
performance improves.
@Infusionsoft @ClateMask #sbstrateg...
We help small businesses succeed.
Measure results
• Big 3
– 3 primary responsibilities of each role
– Help employees know ...
We help small businesses succeed.
Measure results - Scoreboards
@Infusionsoft @ClateMask #sbstrategy
We help small businesses succeed.
In small business, a
strategic game plan can
help you do more than just
survive. You can...
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Win the Game with Strategic Planning

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Big Thinking for Small Businesses

You don't have to run a Fortune 500 company to harness the power of strategic planning. You just need to know how it's done.

In this presentation, Clate Mask, CEO and co-founder of Infusionsoft, will explain five strategic moves to help your business thrive and win. Starting with the purpose of your business, you'll find out how to turn strategy into planning, action and results. Best of all, everyone in the company can be aligned with your vision, working as a team toward long-term success.

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Win the Game with Strategic Planning

  1. 1. We help small businesses succeed.We help small businesses succeed.
  2. 2. We help small businesses succeed. The importance of strategic planning • Turning your vision into reality requires a healthy, realistic & well-crafted path to success – Be realistic about where your business is going – Be flexible about your expectations – Set concrete goals & a plan to achieve them • Strategic planning is crucial for success. So, let’s get started… @Infusionsoft @ClateMask #sbstrategy
  3. 3. We help small businesses succeed. Identify the purpose of your business. @Infusionsoft @ClateMask #sbstrategy
  4. 4. We help small businesses succeed. Identify your purpose • A vision helps influence strategies/decisions • Ask yourself: “What is the purpose of my business?” • A shared vision is needed to build cohesion/foster growth • Understand the “why” of your business before building your strategy @Infusionsoft @ClateMask #sbstrategy
  5. 5. We help small businesses succeed. Understand how strategy guides planning. @Infusionsoft @ClateMask #sbstrategy
  6. 6. We help small businesses succeed. Strategy guides planning • Strategy is often misunderstood, rarely done • Take time to define where you are going so you can: – Develop a plan – Stay on course – Make adjustments as needed – Reach your destination • Foundation of great strategy is leverage – Use organizations strengths to gain return – Develop a sustainable competitive advantage focusing on 3 – 5 core strengths @Infusionsoft @ClateMask #sbstrategy
  7. 7. We help small businesses succeed. Strategy guides planning @Infusionsoft @ClateMask #sbstrategy
  8. 8. We help small businesses succeed. Free 30-minute personalized strategic planning consultation: • Strategic planning e-book • Small business strategic planning worksheet • SWOT+ worksheet • My Big 3 worksheet An expert will walk you through the entire method. @Infusionsoft @ClateMask #sbstrategy
  9. 9. We help small businesses succeed. A strategy planning methodology. @Infusionsoft @ClateMask #sbstrategy
  10. 10. We help small businesses succeed. Strategy planning methodology • Mission: – Achievable within the next 3-5 years – BHAG (pronounced BEE- hag) or Big Hairy Audacious Goal (from Built to Last by Jim Collins) • Strengths to Leverage: – 3-5 key strengths you have to achieve your BHAG • Strengths to Develop: – 3-5 key strengths you need to develop to achieve your BHAG @Infusionsoft @ClateMask #sbstrategy
  11. 11. We help small businesses succeed. Strategy planning methodology • Annual priorities: – 3-5 priorities you will focus on this year to leverage current strengths/develop new strengths to move closer to your BHAG • Annual priorities must: – Support the current mission – Be set annually by the leaders – Not become individualized • Quarterly Priorities or Tactical Operating Priorities (TOPs): – 3-5 priorities that support the annual priorities @Infusionsoft @ClateMask #sbstrategy
  12. 12. We help small businesses succeed. Strategy planning methodology • SMART objectives: – Projects and/or large tasks required to achieve quarterly priorities… SMART stands for: • Specific: Specific enough to fully understand • Measurable: Can tell when it’s complete • Achievable: Can be completed • Relevant: To the game plan • Time-Bound: Has a deadline (a specific date) @Infusionsoft @ClateMask #sbstrategy
  13. 13. We help small businesses succeed. Establish a meeting rhythm for success. @Infusionsoft @ClateMask #sbstrategy
  14. 14. We help small businesses succeed. Meeting rhythm for success • Use productive meetings to: – Assess and learn from successes/failures of current strategy – Make course corrections – Identify priorities for coming quarter or year • Identify the right mix of consistent meetings for your business. @Infusionsoft @ClateMask #sbstrategy
  15. 15. We help small businesses succeed. Try this rhythm… @Infusionsoft @ClateMask #sbstrategy
  16. 16. We help small businesses succeed. Meeting for Success The SWOT+ process (a great way to share ideas and move forward as a team): • Accomplishments (at least 30 minutes): – Talk about all of the good stuff and create a positive vibe, reflecting on the great work and results of the previous quarter. • Lessons Learned (30 minutes): – Include both the good and bad, “ah-ha” moments of the quarter, and maintain constructive learning rather than allowing it to turn into a gripe session. @Infusionsoft @ClateMask #sbstrategy
  17. 17. We help small businesses succeed. Meeting for success SWOT+ process cont. • SWOT analysis - Strengths, Weaknesses, Opportunities, Threa ts (1 hour): – S & W are internal to the business; O & T are external. Spend 15 minutes on each. Move through these sections in order, but allow for a few additions to previous topics as people get more ideas. @Infusionsoft @ClateMask #sbstrategy
  18. 18. We help small businesses succeed. Meeting for success SWOT+ process cont. • Strategic Issues (30-60 minutes): – Identify the top 3-5 issues you are going to tackle this year/quarter. Based on the prior 3 steps, use this step to capture strategic issues in this format: “How do we achieve X outcome, given Y situation or obstacle?” Caution: The focus is to articulate the core issues; don’t attempt deep problem solving @Infusionsoft @ClateMask #sbstrategy
  19. 19. We help small businesses succeed. Measure results for continuous improvement. @Infusionsoft @ClateMask #sbstrategy
  20. 20. We help small businesses succeed. Where performance is measured, performance improves. @Infusionsoft @ClateMask #sbstrategy Where performance is reported, performance improves dramatically. Where performance is reported publically, performance improves exponentially.”
  21. 21. We help small businesses succeed. Measure results • Big 3 – 3 primary responsibilities of each role – Help employees know how they are doing/connect the dots between their role & company’s mission – Can change quarterly/yearly based on mission/SMART objectives – Employees should periodically report progress @Infusionsoft @ClateMask #sbstrategy
  22. 22. We help small businesses succeed. Measure results - Scoreboards @Infusionsoft @ClateMask #sbstrategy
  23. 23. We help small businesses succeed. In small business, a strategic game plan can help you do more than just survive. You can thrive— and win. @Infusionsoft @ClateMask #sbstrategy

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