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The one page strategic plan

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The one page strategic plan

  1. 1. The One Page Strategic Plan Based on The One Page Business Plan By Jim Horan Presented by Trudy M. Phillips, Business Consultant, Coach & Mentor -July 2012
  2. 2. VISION MISSION Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  3. 3. One Page Strategic Plan Objectives Strategies Action Plans Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  4. 4. Are You Still Having Fun? If not, What is Really Going On? Determine what is causing the Problem. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  5. 5. Sow new seeds for success, find new approaches. Don’t hide or run from any problems. HOW? Get out of your comfort zone, leave your old way of thinking. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  6. 6. For starters, Consider – 1. Look Closely at Costs vs Revenue & Profit. 2. Review your products & services – Are they making money or costing money? What can be adjusted for the remainder of the year? 3. Review what has worked in the past, why, how, can it be improved? Eliminate any apparent weaknesses and failures. Presented by Trudy M. Phillips, Business Consultant, Coach & Mentor -July 2012
  7. 7. For starters, Consider 4. Are you using a sound bookkeeping system, for example,QuickBooks? 5. Do you really know who your top 10 customers are? Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  8. 8. Next, find a quiet, peaceful place with no distractions – Contemplate all of these items. Do not chase off any idea. Write it down. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  9. 9. Objectives NOW, LET’S TALK ABOUT OBJECTIVES. WHAT DO YOU NEED TO TRACK TO ASSURE SUCCESS? FINANCIAL, SALES, MARKETING, OPERATIONS, ETC. SET OBJECTIVES! Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  10. 10. OBJECTIVES ARE GOALS. WHAT GOALS DO YOU WANT TO REACH IN EACH OF THESE NEXT CATEGORIES. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  11. 11. Increase Sales from $_____to $__________ Increase Profit before Tax from $_______to $_________ Increase Gross Profit from________% to _________% Increase Number of Active Clients/Customers from____to___ Increase Average dollar sale from $_______to $_______ Reduce Cost of Goods/Services from _____% to ______% by_______(date). Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  12. 12. STRATEGIES WHAT WILL MAKE YOUR BUSINESS SUCCESSFUL OVER TIME? Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  13. 13. Strategies Serve Customers Needs - What are they? How? Target specific Markets – What ones? Promote Business by_____,______,______ Generate Revenues by_________,______ Strategic Partners_________ Use technology to________ Examples only. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  14. 14. Action Plans What are 6 - 8 specific business building projects you must consider between now and the end of the year, and successfully complete in 2014? Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  15. 15. Action Plans Action Words. Complete RollOut Implement Create Establish Install There are many others for example: Add,Submit,Redesign All must have a Task/Project and BY date. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  16. 16. Finally, a few suggestions = Consider putting together an Advisory Board. = Really examine closely how technology can help your business. = Will your business keep going if you take a vacation or get sick? =And, delegate. Don’t keep trying to do it all yourself. = Outsource some tasks. Presented by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012
  17. 17. And on that note, we wish you much success. We are available to assist you in planning, growing and succeeding. THANKS FOR BEING HERE. Copyright by Trudy M. Phillips, Busiiness Consultant, Coach & Mentor -July 2012

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