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The 5 Pillars of Business Freedom

Pillar #2 - PLAN
How to Create a
Plan That Works
EVOLUTION CAPITAL PARTNERS
Business-Owner Bob has a vision.

EVOLUTION CAPITAL PARTNERS
He wants to grow his business,
make money,
add employees,
have an impact on his community.
EVOLUTION CAPITAL PARTNERS
But no matter how
hard he works, he can’t
seem to make it a
reality.
EVOLUTION CAPITAL PARTNERS
He’s too busy
being the
operator and
there just
aren’t enough
hours in the
day.
EVOLUTION CAPITAL PARTNERS
He needs
a plan.
But where
does he start?

EVOLUTION CAPITAL PARTNERS
Creating a Plan
4 Steps to Creating a Map To Your Destination

EVOLUTION CAPITAL PARTNERS
1. Set the goal.

•

Where do you want your business to go? Profitability? Debt free?
Pass it on to your kids? Sell your business for a big profit?

•

What is that one pressing thing that never gets done?

•

Where can value be created? What drives revenue? What drives
your balance sheet?

EVOLUTION CAPITAL PARTNERS
2. Involve more people.

Bring your leadership team
together.
Combine both formal and
informal leaders. Titles are
checked at the door and
everyone has a voice.

EVOLUTION CAPITAL PARTNERS
3. Start simple.
• What should next week
look like? Or next month?

• Set goals for short time
periods so you can start
seeing successes early.
EVOLUTION CAPITAL PARTNERS
4. Identify obstacles.

Your job as the
leader is to solve
problems.
Identify what
they are and
figure out how
to fix them.

EVOLUTION CAPITAL PARTNERS
Execute the Plan
Time to go to work.

EVOLUTION CAPITAL PARTNERS
1. Analyze your resources.
How is every resource working towards that
main goal?
If a resource isn’t, fix it.
EVOLUTION CAPITAL PARTNERS
2. Overcommunicate.
There is no
substitute for a clear
message.

Make it a part of
the culture.
EVOLUTION CAPITAL PARTNERS
3. Keep the team focused.

Give your team tools to handle the rough patches.

Get “buy-in” and cooperation from everyone –everyone must be
on the same page and moving in the same direction.

EVOLUTION CAPITAL PARTNERS
Stick to the Plan
Accountability is key.

EVOLUTION CAPITAL PARTNERS
1. Be transparent about the results.

Educating people within the
organization makes for better
employees.
Hiding information
encourages side chatter that
drives distractions.
EVOLUTION CAPITAL PARTNERS
2. Celebrate successes.

Set some interim goals and
celebrate. Buy lunch, have a
BBQ, pass out prizes.
Give recognition.

EVOLUTION CAPITAL PARTNERS
3. Focus often on progress checks.

Measure progress, course correct as a group, and
challenge assumptions.

EVOLUTION CAPITAL PARTNERS
Repeat
When a plan is created, executed, and stuck with, a
vision can become a reality.

EVOLUTION CAPITAL PARTNERS
Resources
Peer Communities
• Entrepreneurs’ Organization (EO)
• Vistage
• Small Giants
• Young Presidents’ Organization (YPO)
Business Operating Systems
• EOS
• Gazelles
• The Great Game of Business
• MAP

EVOLUTION CAPITAL PARTNERS
Remember!
“If you could get all the people in an organization
rowing in the same direction, you could dominate any
industry, in any market, against any competition, at any
time.”
– Patrick Lencioni

EVOLUTION CAPITAL PARTNERS
What’s next? Attract the
“Right” People.
Stay tuned.

EVOLUTION CAPITAL PARTNERS
Want to know more?
Visit: www.evolutioncp.com
Call: 216-593-0402
Email: info@evolutioncp.com
Sign up to receive email updates on new tools,
tips, and advice on making your business
profitable.
EVOLUTION CAPITAL PARTNERS

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The 5 Pillars of Business Freedom: #2 - PLAN

  • 1. The 5 Pillars of Business Freedom Pillar #2 - PLAN How to Create a Plan That Works EVOLUTION CAPITAL PARTNERS
  • 2. Business-Owner Bob has a vision. EVOLUTION CAPITAL PARTNERS
  • 3. He wants to grow his business, make money, add employees, have an impact on his community. EVOLUTION CAPITAL PARTNERS
  • 4. But no matter how hard he works, he can’t seem to make it a reality. EVOLUTION CAPITAL PARTNERS
  • 5. He’s too busy being the operator and there just aren’t enough hours in the day. EVOLUTION CAPITAL PARTNERS
  • 6. He needs a plan. But where does he start? EVOLUTION CAPITAL PARTNERS
  • 7. Creating a Plan 4 Steps to Creating a Map To Your Destination EVOLUTION CAPITAL PARTNERS
  • 8. 1. Set the goal. • Where do you want your business to go? Profitability? Debt free? Pass it on to your kids? Sell your business for a big profit? • What is that one pressing thing that never gets done? • Where can value be created? What drives revenue? What drives your balance sheet? EVOLUTION CAPITAL PARTNERS
  • 9. 2. Involve more people. Bring your leadership team together. Combine both formal and informal leaders. Titles are checked at the door and everyone has a voice. EVOLUTION CAPITAL PARTNERS
  • 10. 3. Start simple. • What should next week look like? Or next month? • Set goals for short time periods so you can start seeing successes early. EVOLUTION CAPITAL PARTNERS
  • 11. 4. Identify obstacles. Your job as the leader is to solve problems. Identify what they are and figure out how to fix them. EVOLUTION CAPITAL PARTNERS
  • 12. Execute the Plan Time to go to work. EVOLUTION CAPITAL PARTNERS
  • 13. 1. Analyze your resources. How is every resource working towards that main goal? If a resource isn’t, fix it. EVOLUTION CAPITAL PARTNERS
  • 14. 2. Overcommunicate. There is no substitute for a clear message. Make it a part of the culture. EVOLUTION CAPITAL PARTNERS
  • 15. 3. Keep the team focused. Give your team tools to handle the rough patches. Get “buy-in” and cooperation from everyone –everyone must be on the same page and moving in the same direction. EVOLUTION CAPITAL PARTNERS
  • 16. Stick to the Plan Accountability is key. EVOLUTION CAPITAL PARTNERS
  • 17. 1. Be transparent about the results. Educating people within the organization makes for better employees. Hiding information encourages side chatter that drives distractions. EVOLUTION CAPITAL PARTNERS
  • 18. 2. Celebrate successes. Set some interim goals and celebrate. Buy lunch, have a BBQ, pass out prizes. Give recognition. EVOLUTION CAPITAL PARTNERS
  • 19. 3. Focus often on progress checks. Measure progress, course correct as a group, and challenge assumptions. EVOLUTION CAPITAL PARTNERS
  • 20. Repeat When a plan is created, executed, and stuck with, a vision can become a reality. EVOLUTION CAPITAL PARTNERS
  • 21. Resources Peer Communities • Entrepreneurs’ Organization (EO) • Vistage • Small Giants • Young Presidents’ Organization (YPO) Business Operating Systems • EOS • Gazelles • The Great Game of Business • MAP EVOLUTION CAPITAL PARTNERS
  • 22. Remember! “If you could get all the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time.” – Patrick Lencioni EVOLUTION CAPITAL PARTNERS
  • 23. What’s next? Attract the “Right” People. Stay tuned. EVOLUTION CAPITAL PARTNERS
  • 24. Want to know more? Visit: www.evolutioncp.com Call: 216-593-0402 Email: info@evolutioncp.com Sign up to receive email updates on new tools, tips, and advice on making your business profitable. EVOLUTION CAPITAL PARTNERS