This document provides an overview of a strategic planning meeting for First Fridays. The meeting will cover developing a vision, mission, values, strengths, weaknesses, opportunities, and threats analysis. Attendees can also sign up for a full day GrowthCLUB workshop in January to set goals for the next year. The speaker, Jim Jubelirer, is an experienced business coach who will help participants effectively plan their strategies.

1. WELCOME TO
FIRST FRIDAYS!
Strategic Planning:
“Failing to Plan is Planning to Fail!”
December 2, 2011

2. Jim Jubelirer Action COACH
Copyright 1993 – 2008 ActionCOACH Ltd
Strategic Plan

3. What you can expect from
today’s meeting…
BFO’s…
Blinding Flashes of the Obvious…
What do you do when you get one???

4. Challenges Successes
Essence of
Opportunities Planning &
BHAG
Coaching
Issues
Core What are the
Team
Values Brand RIGHT THINGS
Promise to FOCUS on?
Leadership
Key Thrusts and
Capabilities
4
4

5. “Think
Week”
-Bill Gates
In Secret Hideaway, Bill Gates Ponders Microsoft's Future,
Wall Street Journal, March 28, 2005
5

6. Overview

7. 2012 – Best Year Ever!
First Friday – December 2nd:
Strategic Planning Overview
First Friday – January 6th:
Creating a Vision
GrowthCLUB – January 10th:
All day goal setting workshop ($249)

8. Special Offer
Sign up for GrowthCLUB TODAY and
receive:
• Strategic planning workbook
• Private coaching session prior to
GrowthCLUB to review workbook
• After GrowthCLUB, follow-on session to
clarify goals and measure progress
Refer a friend to January GrowthCLUB and
your participation at April GrowthCLUB
isFREE!

9. Check out
Metrics for Your 6 Focus
Gazelles.com
Areas
for a wealth of
useful tools
and advice

10. Strategic Plan
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

11. Vision, Mission, Values
• 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

12. INTERNAL
L
Strengths
s Weaknesses
s
SWOT
EXTERNAL
L
Opportunities
s Threats
s
SWOT Analysis Summary
T s y

13. 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

14. A $10B Coaching Business?
• "I got so into coaching I used all my spare time
to get coached,” says Mark Pincus. “If I'm going
to do anything in this world, I am going to be the
best I can be. I just don't understand why you
wouldn't give yourself every advantage.”
• After losing badly in an online game, he
thought, " Wow, I would really pay some money
to get some help with this game.”
• This insight led to the fundamental business
model for Farmville, one of the first Facebook
games. Zynga, the company that he founded
after having a business coach, is now worth $10
billion, with Mark's own net worth over $1
billion.

15. Passion
"You have to find something that you
love enough to be able to take risks,
jump over the hurdles and break
through the brick walls that are always
going to be placed in front of you.
If you don't have that kind of feeling for
what it is you are doing, you'll stop at
the first giant hurdle.“
George Lucas
Film Director and Producer
15

16. Questions?
16

17. Our Mission: World Abundance
Through Business Education
Failing to Plan is Planning to Fail
Friday, December 2nd, 2011
Yes, Your Dreams CAN Come True
Friday, January 6th, 2011
GrowthCLUB
January 11, 2012
The Greatest Coach Ever! Life Lessons from
Dean Smith, Roy Williams, Coach K and Jimmy V
March 16th
Carolina Club (On UNC campus)

18. About Jim Jubelirer
• 25 years in business, $1M+ sales annually
• Expert in sales, marketing and leadership
– Start-up coach at UNC Venture Launch
– Affiliated with Duke Leadership Program, Fuqua Business School
– Board of Advisors for Sustainable Brands
– Member of angel investment and non-profit groups
• Frequent speaker, trainer and facilitator, presented to
over 6,000 people
• MBA, Cornell BA University of California, Santa Cruz
• Certified in Sandler Sales, Strategic Coach, numerous
other personal and professional development programs
• Married, 1 son, loves tennis, scuba, travel

19. About ActionCOACH…
• #1 Business Coaching and Consulting company in
the world
• Founded in 1993 by Brad Sugars; self-made
multi-millionaire, author, and entrepreneur
• 1,300+ Coaches worldwide in 40 countries
• Combines the best practices in business and
personal development

20. Coaching Works!
• UK Study: ActionCOACH clients averaged
a 30% average annual sales growth
compared to only 13% in non-coached
businesses.
• US Study: Coaching clients saw a return
on investment of 7.5 to 1, or $7.50
increase in income for every $1 invested.

22. Business Coaching Programs…

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