SlideShare a Scribd company logo
1 of 18
Download to read offline
Make Your Strategic Plan
   A Living Process


      GrowthCLUB
      September 28, 2012
What you can expect from
    today’s meeting…


         BFO’s…

 Blinding Flashes of the Obvious…
What do you do when you get one???
Formula for Success

   •DREAM
    • GOAL
    • PLAN
     •ACT
“Think
  Week”
       -Bill Gates




In Secret Hideaway, Bill Gates Ponders Microsoft's Future,
Wall Street Journal, March 28, 2005
                                                             4
Overview
Just Do These Things!
• Vision, Mission, and Values (VMV)
• Big, Hairy, Audacious Goal (BHAG)
• Strengths, Weaknesses, Opportunities,
  Threats (SWOT)
• 3 Year Targets
• 1 Year Goals
• 90 Day Action Plans
• Weekly Action Steps
• Daily Affirmations
Vision, Mission, Values
• WHY
  – Contribute to a cause greater than my own
• HOW
  – Connecting, Coaching, and Educating
• Vision
  – “Financial Security and Peace of Mind for All”
• Mission
  – “To be a well-respected and sought-after Top 100
    Coach directly impacting the lives of 10,000 people”
• Values
  – Ownership, Congruence, Constant Learning, Integrity,
    Balance, Fun, Leverage, Gratitude, and Abundance
INTERNAL
            Strengths     Weaknesses
SWOT
ANALYSIS

                     EXTERNAL
           Opportunities      Threats




                    SWOT Analysis Summary
You MUST Know the Numbers
• Key Performance Indicators (KPI) are the lifeblood of
  every business
   – Based on the wisdom that “you can’t manage what you
     can’t measure”
• 5-8 key measures for the company overall
   – Could have 5-8 more specific ones for each
     deparment/function, as well
• Linked to strategic goals
• Track changes over time
• Understandable and inspirational
We overestimate
what we can do in the short term,

              and

      UNDERESTIMATE
what we can do in the long-term!
Goal-Setting Time Frames
• 3 Year Targets - Where you want to go

• 1 Year Goals - What you want to accomplish

• Quarterly Actions - How you will meet goals

• Weekly Schedule - When actions will occur

• Daily Accountability - Who is going to do what, by when
Reviewing Your Plan
•   Daily       10 -15 minutes
•   Weekly      1 hour
•   Monthly     ½ day
•   Quarterly   Full day each quarter
•   Annually    2 days annually
•   3 Years     Extended retreat
The shocking truth is that most
meetings are poorly run and leave
people feeling drained, rather than
            energized.

   Is that a recipe for success?
The Importance of Meeting Rhythms

 • The purposes of a meeting are to
    –   share information
    –   discuss issues
    –   make decisions
    –   build alignment.
 • In our hyper-connected, “always on 24/7” world,
   it is more important than ever to have a meeting
   schedule that increases connection,
   communication, and decision-making.
Meeting Schedule
• Daily Meeting: 8:48 to 9:00 AM every business day
   – Daily Accountability (who is going to do what by when)
• Weekly Meeting: 3:00 to 4:00 PM every Friday
   – There is still a daily meeting at 8:48 am
   – Good way to wrap up the week
• Monthly Meeting: 1:00 to 5:00 PM on the second Tuesday of the
  month
   – There is still a daily meeting at 8:48 am
   – Close to release of last month’s numbers
• Quarterly Meetings: 8:30 am to 5:00 pm on second Monday of
  January, April, July and October (first month of the quarter)
   – Dinner the night before to have informal discussions and build rapport
   – Close to release of last quarter’snumbers
• Annual Meeting: 2 day off-site
Questions?


1
7
Jim Jubelirer
Certified ActionCOACH
308 West Rosemary Street, Suite 307
Chapel Hill, NC 27516
(919) 969-7818
jimjubelirer@actioncoach.com
www.actioncoach.com/jimjubelirer

More Related Content

Viewers also liked

Good Habits are Easy to Make!
Good Habits are Easy to Make!Good Habits are Easy to Make!
Good Habits are Easy to Make!Jim Jubelirer
 
Super Charge Your Sales Processes
Super Charge Your Sales ProcessesSuper Charge Your Sales Processes
Super Charge Your Sales ProcessesJim Jubelirer
 
Greatest Coach Ever!
Greatest Coach Ever!Greatest Coach Ever!
Greatest Coach Ever!Jim Jubelirer
 
Winning Personality
Winning PersonalityWinning Personality
Winning PersonalityMMMTS
 
Say Goodbye to Fear Forever!
Say Goodbye to Fear Forever!Say Goodbye to Fear Forever!
Say Goodbye to Fear Forever!Jim Jubelirer
 
EMERGENT POWER DEVELOPMENT CO
EMERGENT POWER DEVELOPMENT COEMERGENT POWER DEVELOPMENT CO
EMERGENT POWER DEVELOPMENT COJohn Oluwagbemiga
 
12 Time Management Techniques
12 Time Management Techniques12 Time Management Techniques
12 Time Management TechniquesWeekdone.com
 
Get your Business Organised seminar
Get your Business Organised seminarGet your Business Organised seminar
Get your Business Organised seminarBusinessVictoria
 
Goal Setting and Achieving
Goal Setting and AchievingGoal Setting and Achieving
Goal Setting and AchievingKofi Ford
 
7 Questions You Must Ask When Setting Goals
7 Questions You Must Ask When Setting Goals7 Questions You Must Ask When Setting Goals
7 Questions You Must Ask When Setting GoalsWeekdone.com
 
Train The Trainer
Train The TrainerTrain The Trainer
Train The TrainerMMMTS
 
3600planning
3600planning3600planning
3600planningknksmart
 
Discover the Power of WHY
Discover the Power of WHYDiscover the Power of WHY
Discover the Power of WHYJim Jubelirer
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best PracticesVit Horky
 
7 Questions About Employee Motivation
7 Questions About Employee Motivation7 Questions About Employee Motivation
7 Questions About Employee Motivationjtaylorireland
 
24 Productivity Habits of Successful People - by @prdotco
24 Productivity Habits of Successful People - by @prdotco24 Productivity Habits of Successful People - by @prdotco
24 Productivity Habits of Successful People - by @prdotcopr.co
 

Viewers also liked (20)

Good Habits are Easy to Make!
Good Habits are Easy to Make!Good Habits are Easy to Make!
Good Habits are Easy to Make!
 
Goal Setting
Goal SettingGoal Setting
Goal Setting
 
Super Charge Your Sales Processes
Super Charge Your Sales ProcessesSuper Charge Your Sales Processes
Super Charge Your Sales Processes
 
Greatest Coach Ever!
Greatest Coach Ever!Greatest Coach Ever!
Greatest Coach Ever!
 
Winning Personality
Winning PersonalityWinning Personality
Winning Personality
 
Time Management
Time ManagementTime Management
Time Management
 
Say Goodbye to Fear Forever!
Say Goodbye to Fear Forever!Say Goodbye to Fear Forever!
Say Goodbye to Fear Forever!
 
EMERGENT POWER DEVELOPMENT CO
EMERGENT POWER DEVELOPMENT COEMERGENT POWER DEVELOPMENT CO
EMERGENT POWER DEVELOPMENT CO
 
12 Time Management Techniques
12 Time Management Techniques12 Time Management Techniques
12 Time Management Techniques
 
Get your Business Organised seminar
Get your Business Organised seminarGet your Business Organised seminar
Get your Business Organised seminar
 
Goal Setting and Achieving
Goal Setting and AchievingGoal Setting and Achieving
Goal Setting and Achieving
 
7 Questions You Must Ask When Setting Goals
7 Questions You Must Ask When Setting Goals7 Questions You Must Ask When Setting Goals
7 Questions You Must Ask When Setting Goals
 
Analyze Your Business
Analyze Your BusinessAnalyze Your Business
Analyze Your Business
 
Train The Trainer
Train The TrainerTrain The Trainer
Train The Trainer
 
Improving the Time Management Skills
Improving the Time Management  SkillsImproving the Time Management  Skills
Improving the Time Management Skills
 
3600planning
3600planning3600planning
3600planning
 
Discover the Power of WHY
Discover the Power of WHYDiscover the Power of WHY
Discover the Power of WHY
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best Practices
 
7 Questions About Employee Motivation
7 Questions About Employee Motivation7 Questions About Employee Motivation
7 Questions About Employee Motivation
 
24 Productivity Habits of Successful People - by @prdotco
24 Productivity Habits of Successful People - by @prdotco24 Productivity Habits of Successful People - by @prdotco
24 Productivity Habits of Successful People - by @prdotco
 

Similar to Make Your Strategic Plan a Living Process

Goal-Setting Presentation for Personal and Farm Business Goals
Goal-Setting Presentation for Personal and Farm Business GoalsGoal-Setting Presentation for Personal and Farm Business Goals
Goal-Setting Presentation for Personal and Farm Business GoalsBarbara O'Neill
 
How to use a facilitator webinar
How to use a facilitator webinarHow to use a facilitator webinar
How to use a facilitator webinarAnthony C Taylor
 
12 Week Year for outlined goal of each y
12 Week Year  for outlined goal of each y12 Week Year  for outlined goal of each y
12 Week Year for outlined goal of each yMimmaafrin1
 
Futures planning for personal development 30 sept 2015
Futures planning for personal development 30 sept 2015Futures planning for personal development 30 sept 2015
Futures planning for personal development 30 sept 2015Cynthia Chirinda Hakutangwi
 
2015 Lean Startup Conference - Leaders' Guide Workshop
2015 Lean Startup Conference - Leaders' Guide Workshop2015 Lean Startup Conference - Leaders' Guide Workshop
2015 Lean Startup Conference - Leaders' Guide WorkshopJanice Fraser
 
Strateging-planning-Organizationand Management.pptx
Strateging-planning-Organizationand Management.pptxStrateging-planning-Organizationand Management.pptx
Strateging-planning-Organizationand Management.pptxPamelaManglicmot1
 
Strategic Management: The Ultimate Goal of Strategic Planning
Strategic Management: The Ultimate Goal of Strategic Planning Strategic Management: The Ultimate Goal of Strategic Planning
Strategic Management: The Ultimate Goal of Strategic Planning Kathy Brandt
 
FGS 2015 - Strategic Planning for Society Leaders
FGS 2015 - Strategic Planning for Society LeadersFGS 2015 - Strategic Planning for Society Leaders
FGS 2015 - Strategic Planning for Society LeadersGenealogyMedia.com
 
Bg ILM L5 award L&M day 1
Bg ILM L5 award L&M day 1 Bg ILM L5 award L&M day 1
Bg ILM L5 award L&M day 1 amandajune
 
The Power of Strategic Planning: 10 Ways to Demystify You Strategic Planning
The Power of Strategic Planning: 10 Ways to Demystify You Strategic PlanningThe Power of Strategic Planning: 10 Ways to Demystify You Strategic Planning
The Power of Strategic Planning: 10 Ways to Demystify You Strategic PlanningVirtual, Inc.
 
08-strategic-planning.pptx
08-strategic-planning.pptx08-strategic-planning.pptx
08-strategic-planning.pptxTaylanBudur2
 
08 strategic-planning (1)
08 strategic-planning (1)08 strategic-planning (1)
08 strategic-planning (1)Habtamu Tezera
 
08-strategic-planning.pptx
08-strategic-planning.pptx08-strategic-planning.pptx
08-strategic-planning.pptxRazNawadwi
 
08 strategic-planning (2)
08 strategic-planning (2)08 strategic-planning (2)
08 strategic-planning (2)Habtamu Tezera
 
Strategic-Planning-Performance.pptx
Strategic-Planning-Performance.pptxStrategic-Planning-Performance.pptx
Strategic-Planning-Performance.pptxSherifMustafa5
 
Strategic planning powerpoint
Strategic planning powerpointStrategic planning powerpoint
Strategic planning powerpointrobdude9626
 
Midwest Kata Practitioner Day 2018 - Part 1
Midwest Kata Practitioner Day 2018 - Part 1Midwest Kata Practitioner Day 2018 - Part 1
Midwest Kata Practitioner Day 2018 - Part 1Melissa Christman
 
life mission & goal setting VNS Delhi june'22.pptx
life mission & goal setting VNS Delhi june'22.pptxlife mission & goal setting VNS Delhi june'22.pptx
life mission & goal setting VNS Delhi june'22.pptxSuyashKela2
 

Similar to Make Your Strategic Plan a Living Process (20)

Goal-Setting Presentation for Personal and Farm Business Goals
Goal-Setting Presentation for Personal and Farm Business GoalsGoal-Setting Presentation for Personal and Farm Business Goals
Goal-Setting Presentation for Personal and Farm Business Goals
 
How to use a facilitator webinar
How to use a facilitator webinarHow to use a facilitator webinar
How to use a facilitator webinar
 
12 Week Year for outlined goal of each y
12 Week Year  for outlined goal of each y12 Week Year  for outlined goal of each y
12 Week Year for outlined goal of each y
 
Futures planning for personal development 30 sept 2015
Futures planning for personal development 30 sept 2015Futures planning for personal development 30 sept 2015
Futures planning for personal development 30 sept 2015
 
2015 Lean Startup Conference - Leaders' Guide Workshop
2015 Lean Startup Conference - Leaders' Guide Workshop2015 Lean Startup Conference - Leaders' Guide Workshop
2015 Lean Startup Conference - Leaders' Guide Workshop
 
Strateging-planning-Organizationand Management.pptx
Strateging-planning-Organizationand Management.pptxStrateging-planning-Organizationand Management.pptx
Strateging-planning-Organizationand Management.pptx
 
Strategic Management: The Ultimate Goal of Strategic Planning
Strategic Management: The Ultimate Goal of Strategic Planning Strategic Management: The Ultimate Goal of Strategic Planning
Strategic Management: The Ultimate Goal of Strategic Planning
 
FGS 2015 - Strategic Planning for Society Leaders
FGS 2015 - Strategic Planning for Society LeadersFGS 2015 - Strategic Planning for Society Leaders
FGS 2015 - Strategic Planning for Society Leaders
 
Bg ILM L5 award L&M day 1
Bg ILM L5 award L&M day 1 Bg ILM L5 award L&M day 1
Bg ILM L5 award L&M day 1
 
The Power of Strategic Planning: 10 Ways to Demystify You Strategic Planning
The Power of Strategic Planning: 10 Ways to Demystify You Strategic PlanningThe Power of Strategic Planning: 10 Ways to Demystify You Strategic Planning
The Power of Strategic Planning: 10 Ways to Demystify You Strategic Planning
 
08-strategic-planning.pptx
08-strategic-planning.pptx08-strategic-planning.pptx
08-strategic-planning.pptx
 
08 strategic-planning (1)
08 strategic-planning (1)08 strategic-planning (1)
08 strategic-planning (1)
 
08-strategic-planning.pptx
08-strategic-planning.pptx08-strategic-planning.pptx
08-strategic-planning.pptx
 
08 strategic-planning (2)
08 strategic-planning (2)08 strategic-planning (2)
08 strategic-planning (2)
 
Social Innovator's Sweet Spot
Social Innovator's Sweet Spot Social Innovator's Sweet Spot
Social Innovator's Sweet Spot
 
Strategic-Planning-Performance.pptx
Strategic-Planning-Performance.pptxStrategic-Planning-Performance.pptx
Strategic-Planning-Performance.pptx
 
Strategic planning powerpoint
Strategic planning powerpointStrategic planning powerpoint
Strategic planning powerpoint
 
Midwest Kata Practitioner Day 2018 - Part 1
Midwest Kata Practitioner Day 2018 - Part 1Midwest Kata Practitioner Day 2018 - Part 1
Midwest Kata Practitioner Day 2018 - Part 1
 
Strategic Planning
Strategic PlanningStrategic Planning
Strategic Planning
 
life mission & goal setting VNS Delhi june'22.pptx
life mission & goal setting VNS Delhi june'22.pptxlife mission & goal setting VNS Delhi june'22.pptx
life mission & goal setting VNS Delhi june'22.pptx
 

More from Jim Jubelirer

Taming the Paper Tiger
Taming the Paper TigerTaming the Paper Tiger
Taming the Paper TigerJim Jubelirer
 
Making Money on LinkedIn and Facebook
Making Money on LinkedIn and FacebookMaking Money on LinkedIn and Facebook
Making Money on LinkedIn and FacebookJim Jubelirer
 
Improve Your Decision Making
Improve Your Decision MakingImprove Your Decision Making
Improve Your Decision MakingJim Jubelirer
 
Everything You Need to Know about Relationship Marketing
Everything You Need to Know about Relationship MarketingEverything You Need to Know about Relationship Marketing
Everything You Need to Know about Relationship MarketingJim Jubelirer
 
Who Cares? Exploring Consumer Attitudes toward Sustainability
Who Cares? Exploring Consumer Attitudes toward SustainabilityWho Cares? Exploring Consumer Attitudes toward Sustainability
Who Cares? Exploring Consumer Attitudes toward SustainabilityJim Jubelirer
 
Ncsbc 2008 Presentation Final
Ncsbc 2008 Presentation FinalNcsbc 2008 Presentation Final
Ncsbc 2008 Presentation FinalJim Jubelirer
 

More from Jim Jubelirer (7)

Taming the Paper Tiger
Taming the Paper TigerTaming the Paper Tiger
Taming the Paper Tiger
 
Making Money on LinkedIn and Facebook
Making Money on LinkedIn and FacebookMaking Money on LinkedIn and Facebook
Making Money on LinkedIn and Facebook
 
Strategic Planning
Strategic PlanningStrategic Planning
Strategic Planning
 
Improve Your Decision Making
Improve Your Decision MakingImprove Your Decision Making
Improve Your Decision Making
 
Everything You Need to Know about Relationship Marketing
Everything You Need to Know about Relationship MarketingEverything You Need to Know about Relationship Marketing
Everything You Need to Know about Relationship Marketing
 
Who Cares? Exploring Consumer Attitudes toward Sustainability
Who Cares? Exploring Consumer Attitudes toward SustainabilityWho Cares? Exploring Consumer Attitudes toward Sustainability
Who Cares? Exploring Consumer Attitudes toward Sustainability
 
Ncsbc 2008 Presentation Final
Ncsbc 2008 Presentation FinalNcsbc 2008 Presentation Final
Ncsbc 2008 Presentation Final
 

Recently uploaded

Jewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreJewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreNZSG
 
Effective Strategies for Maximizing Your Profit When Selling Gold Jewelry
Effective Strategies for Maximizing Your Profit When Selling Gold JewelryEffective Strategies for Maximizing Your Profit When Selling Gold Jewelry
Effective Strategies for Maximizing Your Profit When Selling Gold JewelryWhittensFineJewelry1
 
Excvation Safety for safety officers reference
Excvation Safety for safety officers referenceExcvation Safety for safety officers reference
Excvation Safety for safety officers referencessuser2c065e
 
digital marketing , introduction of digital marketing
digital marketing , introduction of digital marketingdigital marketing , introduction of digital marketing
digital marketing , introduction of digital marketingrajputmeenakshi733
 
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...SOFTTECHHUB
 
14680-51-4.pdf Good quality CAS Good quality CAS
14680-51-4.pdf  Good  quality CAS Good  quality CAS14680-51-4.pdf  Good  quality CAS Good  quality CAS
14680-51-4.pdf Good quality CAS Good quality CAScathy664059
 
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Aggregage
 
Onemonitar Android Spy App Features: Explore Advanced Monitoring Capabilities
Onemonitar Android Spy App Features: Explore Advanced Monitoring CapabilitiesOnemonitar Android Spy App Features: Explore Advanced Monitoring Capabilities
Onemonitar Android Spy App Features: Explore Advanced Monitoring CapabilitiesOne Monitar
 
Planetary and Vedic Yagyas Bring Positive Impacts in Life
Planetary and Vedic Yagyas Bring Positive Impacts in LifePlanetary and Vedic Yagyas Bring Positive Impacts in Life
Planetary and Vedic Yagyas Bring Positive Impacts in LifeBhavana Pujan Kendra
 
Church Building Grants To Assist With New Construction, Additions, And Restor...
Church Building Grants To Assist With New Construction, Additions, And Restor...Church Building Grants To Assist With New Construction, Additions, And Restor...
Church Building Grants To Assist With New Construction, Additions, And Restor...Americas Got Grants
 
Types of Cyberattacks - ASG I.T. Consulting.pdf
Types of Cyberattacks - ASG I.T. Consulting.pdfTypes of Cyberattacks - ASG I.T. Consulting.pdf
Types of Cyberattacks - ASG I.T. Consulting.pdfASGITConsulting
 
Healthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterHealthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterJamesConcepcion7
 
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdfChris Skinner
 
Darshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfDarshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfShashank Mehta
 
PSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationPSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationAnamaria Contreras
 
Fordham -How effective decision-making is within the IT department - Analysis...
Fordham -How effective decision-making is within the IT department - Analysis...Fordham -How effective decision-making is within the IT department - Analysis...
Fordham -How effective decision-making is within the IT department - Analysis...Peter Ward
 
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdf
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdfGUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdf
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdfDanny Diep To
 
Introducing the Analogic framework for business planning applications
Introducing the Analogic framework for business planning applicationsIntroducing the Analogic framework for business planning applications
Introducing the Analogic framework for business planning applicationsKnowledgeSeed
 
Driving Business Impact for PMs with Jon Harmer
Driving Business Impact for PMs with Jon HarmerDriving Business Impact for PMs with Jon Harmer
Driving Business Impact for PMs with Jon HarmerAggregage
 

Recently uploaded (20)

Jewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource CentreJewish Resources in the Family Resource Centre
Jewish Resources in the Family Resource Centre
 
Effective Strategies for Maximizing Your Profit When Selling Gold Jewelry
Effective Strategies for Maximizing Your Profit When Selling Gold JewelryEffective Strategies for Maximizing Your Profit When Selling Gold Jewelry
Effective Strategies for Maximizing Your Profit When Selling Gold Jewelry
 
Excvation Safety for safety officers reference
Excvation Safety for safety officers referenceExcvation Safety for safety officers reference
Excvation Safety for safety officers reference
 
digital marketing , introduction of digital marketing
digital marketing , introduction of digital marketingdigital marketing , introduction of digital marketing
digital marketing , introduction of digital marketing
 
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...
How To Simplify Your Scheduling with AI Calendarfly The Hassle-Free Online Bo...
 
14680-51-4.pdf Good quality CAS Good quality CAS
14680-51-4.pdf  Good  quality CAS Good  quality CAS14680-51-4.pdf  Good  quality CAS Good  quality CAS
14680-51-4.pdf Good quality CAS Good quality CAS
 
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
Strategic Project Finance Essentials: A Project Manager’s Guide to Financial ...
 
Onemonitar Android Spy App Features: Explore Advanced Monitoring Capabilities
Onemonitar Android Spy App Features: Explore Advanced Monitoring CapabilitiesOnemonitar Android Spy App Features: Explore Advanced Monitoring Capabilities
Onemonitar Android Spy App Features: Explore Advanced Monitoring Capabilities
 
Planetary and Vedic Yagyas Bring Positive Impacts in Life
Planetary and Vedic Yagyas Bring Positive Impacts in LifePlanetary and Vedic Yagyas Bring Positive Impacts in Life
Planetary and Vedic Yagyas Bring Positive Impacts in Life
 
Church Building Grants To Assist With New Construction, Additions, And Restor...
Church Building Grants To Assist With New Construction, Additions, And Restor...Church Building Grants To Assist With New Construction, Additions, And Restor...
Church Building Grants To Assist With New Construction, Additions, And Restor...
 
WAM Corporate Presentation April 12 2024.pdf
WAM Corporate Presentation April 12 2024.pdfWAM Corporate Presentation April 12 2024.pdf
WAM Corporate Presentation April 12 2024.pdf
 
Types of Cyberattacks - ASG I.T. Consulting.pdf
Types of Cyberattacks - ASG I.T. Consulting.pdfTypes of Cyberattacks - ASG I.T. Consulting.pdf
Types of Cyberattacks - ASG I.T. Consulting.pdf
 
Healthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare NewsletterHealthcare Feb. & Mar. Healthcare Newsletter
Healthcare Feb. & Mar. Healthcare Newsletter
 
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf
20220816-EthicsGrade_Scorecard-JP_Morgan_Chase-Q2-63_57.pdf
 
Darshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdfDarshan Hiranandani [News About Next CEO].pdf
Darshan Hiranandani [News About Next CEO].pdf
 
PSCC - Capability Statement Presentation
PSCC - Capability Statement PresentationPSCC - Capability Statement Presentation
PSCC - Capability Statement Presentation
 
Fordham -How effective decision-making is within the IT department - Analysis...
Fordham -How effective decision-making is within the IT department - Analysis...Fordham -How effective decision-making is within the IT department - Analysis...
Fordham -How effective decision-making is within the IT department - Analysis...
 
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdf
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdfGUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdf
GUIDELINES ON USEFUL FORMS IN FREIGHT FORWARDING (F) Danny Diep Toh MBA.pdf
 
Introducing the Analogic framework for business planning applications
Introducing the Analogic framework for business planning applicationsIntroducing the Analogic framework for business planning applications
Introducing the Analogic framework for business planning applications
 
Driving Business Impact for PMs with Jon Harmer
Driving Business Impact for PMs with Jon HarmerDriving Business Impact for PMs with Jon Harmer
Driving Business Impact for PMs with Jon Harmer
 

Make Your Strategic Plan a Living Process

  • 1. Make Your Strategic Plan A Living Process GrowthCLUB September 28, 2012
  • 2. What you can expect from today’s meeting… BFO’s… Blinding Flashes of the Obvious… What do you do when you get one???
  • 3. Formula for Success •DREAM • GOAL • PLAN •ACT
  • 4. “Think Week” -Bill Gates In Secret Hideaway, Bill Gates Ponders Microsoft's Future, Wall Street Journal, March 28, 2005 4
  • 5.
  • 7. Just Do These Things! • Vision, Mission, and Values (VMV) • Big, Hairy, Audacious Goal (BHAG) • Strengths, Weaknesses, Opportunities, Threats (SWOT) • 3 Year Targets • 1 Year Goals • 90 Day Action Plans • Weekly Action Steps • Daily Affirmations
  • 8. Vision, Mission, Values • WHY – Contribute to a cause greater than my own • HOW – Connecting, Coaching, and Educating • Vision – “Financial Security and Peace of Mind for All” • Mission – “To be a well-respected and sought-after Top 100 Coach directly impacting the lives of 10,000 people” • Values – Ownership, Congruence, Constant Learning, Integrity, Balance, Fun, Leverage, Gratitude, and Abundance
  • 9. INTERNAL Strengths Weaknesses SWOT ANALYSIS EXTERNAL Opportunities Threats SWOT Analysis Summary
  • 10. You MUST Know the Numbers • Key Performance Indicators (KPI) are the lifeblood of every business – Based on the wisdom that “you can’t manage what you can’t measure” • 5-8 key measures for the company overall – Could have 5-8 more specific ones for each deparment/function, as well • Linked to strategic goals • Track changes over time • Understandable and inspirational
  • 11. We overestimate what we can do in the short term, and UNDERESTIMATE what we can do in the long-term!
  • 12. Goal-Setting Time Frames • 3 Year Targets - Where you want to go • 1 Year Goals - What you want to accomplish • Quarterly Actions - How you will meet goals • Weekly Schedule - When actions will occur • Daily Accountability - Who is going to do what, by when
  • 13. Reviewing Your Plan • Daily 10 -15 minutes • Weekly 1 hour • Monthly ½ day • Quarterly Full day each quarter • Annually 2 days annually • 3 Years Extended retreat
  • 14. The shocking truth is that most meetings are poorly run and leave people feeling drained, rather than energized. Is that a recipe for success?
  • 15. The Importance of Meeting Rhythms • The purposes of a meeting are to – share information – discuss issues – make decisions – build alignment. • In our hyper-connected, “always on 24/7” world, it is more important than ever to have a meeting schedule that increases connection, communication, and decision-making.
  • 16. Meeting Schedule • Daily Meeting: 8:48 to 9:00 AM every business day – Daily Accountability (who is going to do what by when) • Weekly Meeting: 3:00 to 4:00 PM every Friday – There is still a daily meeting at 8:48 am – Good way to wrap up the week • Monthly Meeting: 1:00 to 5:00 PM on the second Tuesday of the month – There is still a daily meeting at 8:48 am – Close to release of last month’s numbers • Quarterly Meetings: 8:30 am to 5:00 pm on second Monday of January, April, July and October (first month of the quarter) – Dinner the night before to have informal discussions and build rapport – Close to release of last quarter’snumbers • Annual Meeting: 2 day off-site
  • 18. Jim Jubelirer Certified ActionCOACH 308 West Rosemary Street, Suite 307 Chapel Hill, NC 27516 (919) 969-7818 jimjubelirer@actioncoach.com www.actioncoach.com/jimjubelirer