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WELCOME TO
     FIRST FRIDAYS!

      Strategic Planning:
“Failing to Plan is Planning to Fail!”
           December 2, 2011
Jim Jubelirer Action COACH
Copyright 1993 – 2008 ActionCOACH Ltd
                                              Strategic Plan
What you can expect from
   today’s meeting…

         BFO’s…

 Blinding Flashes of the Obvious…
What do you do when you get one???
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
“Think
  Week”
         -Bill Gates




In Secret Hideaway, Bill Gates Ponders Microsoft's Future,
Wall Street Journal, March 28, 2005
                                                             5
Overview
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)
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!
Check out
Metrics for Your 6 Focus
   Gazelles.com
          Areas
  for a wealth of
    useful tools
     and advice
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
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
INTERNAL
                       L
        Strengths
                s     Weaknesses
                               s
SWOT


                 EXTERNAL
                        L
       Opportunities
                   s      Threats
                                s




                SWOT Analysis Summary
                   T        s       y
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
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.
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
Questions?


16
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)
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
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
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.
Business Coaching Programs…
Jim Jubelirer
Certified ActionCOACH
308 West Rosemary Street, Suite 307
Chapel Hill, NC 27516
(919) 969-7818
jimjubelirer@actioncoach.com
www.actioncoach.com/jimjubelirer

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Strategic Planning Overview

  • 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
  • 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
  • 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.
  • 21.
  • 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

Editor's Notes

  1. Q – How many of you have experienced a light bulb that goes off in your head for an idea that seems so obvious after you hear it? Q – What do we call that light bulb ? A – A BFO or a Blinding Flash of the Obvious Here ’s an example in business… A business has been very successful in a territory and then wants to move into another state and run the same successful ads in the new territory. They fail miserably in the new state. Why? Because they go in to the new state and run the business like they are running it in the old territory. They run the same ads but forgot that in the original territory they initially went and knocked door to door and built relationships and then ran the adds. Those things are what the business owner knows but all he needs to do is remember… that is what a BFO is. Q – Does everyone have a pen and paper ? When you get a BFO tonight write it down . Everyone ok with that? Excellent.
  2. Where do you get Themes from? Top Priority for the year or quarter If you are in a crisis … You know what your theme is! Your Core Values Top Opportunity to go after Top Issue to Fix Making it work Assess/measure, reward, celebrate
  3. GREAT SLIDE!! - need to reduce the photos to take up the slide area - I expanded it because I lost the border at the bottom
  4. 10:10 am timecheck - 15 min break.
  5. And that flight path is people ’s desktops and palmtops. Kumbai meets the pocketprotector – HR and IT have merged