How to Have Your Best Year Ever!

Do you ever feel like you’re BUSY ALL THE TIME in your business, but not necessarily doing the most effective things? Are you ever confused about what to prioritize or do first? Creating your strategic plan using our extremely helpful and detailed workbook will help you have the best year ever in your business! 

 

Having a sound business strategy to guide your actions and decisions is critical to long term growth. 

 

Strategic planning helps determine who you are as a team and company, why you do what you do, where you are at currently, where you want to be in the next year, and how you plan to get there. It helps shape the specific activities that your company will take to get closer to making your vision a reality. If you want to have the best year ever, you need a plan! 

your best year ever strategic planning

Strategic planning also helps ensure that your whole team is in alignment with the company’s vision, mission, culture statements and goals (these may be updated as needed during strategic planning). 

 

All of this will help to ensure that:

  1. The culture of strategic thinking is alive and well in your organization. 
  2. Your management team will be aligned behind the same vision and strategic objectives.
  3. Time, money and energy are focused on projects that will help move the needle in the coming year. 

 

Your Strategic Plan is mainly comprised of:

-where the business is now

-where you want the business to be by the end of your fiscal year

-the action plan detailing exactly how you’re going to get there

 

Why does this process work so well? Because instead of running around doing the things that seem urgent and important but not really knowing what or when to prioritize (and getting mediocre results at best)…we create STRATEGIC, specific, very-detailed, annual plans for our people, finances, marketing and sales, and leadership activities – that add up to us achieving our strategic objectives (our biggest and most important business goals)!

How does this work?

  1. We block 1-2 days for strategic planning and invite our leaders (or people becoming leaders soon).
  2. We send out the template to make sure everyone has time to review and bring their thoughts about each section to the work day.
  3. We do the strategic planning day, working through:
    • Where we are now.
    • Our mission, vision, and culture statements.
    • Completing a competitive analyses and how we will exploit our strengths.
    • Unique Selling proposition and how we will leverage that.
    • Financial numbers (current and goals for this year).
    • Marketing numbers (leads, clients, sales, profit, etc), including the last year’s and your new goals.
    • Leadership team: organizational chart, job descriptions, and plans.
    • Staff growth and development plan.
    • Our strategic objectives (achieving these = where we want to go).
    • Action plan (with name, completion date, and follow up for each action) for each of your three pillars: financial mastery, marketing & sales that produce insane ROI, and leadership/strategy. 
    • And finally, how we will monitor and evaluate our progress, to ENSURE EXECUTION!

STRATEGIC PLANNING the best year ever

If you feel like you’re BUSY ALL THE TIME in your business, but not necessarily doing the most effective things, a strategic plan will make a powerful difference for you. Creating your strategic plan using our extremely helpful and detailed workbook will help you have the best year ever in your business! Remember, we’ve been doing this for decades! And this is our most improved and effective template. IT WORKS. 

Having a sound business strategy to guide your actions and decisions is critical to long term growth. Make this your year to get the tools and strategy you need to achieve your goals!!!

Remember, strategic planning helps determine who you are as a team and company, why you do what you do, where you are at currently, where you want to be in the next year, and how you plan to get there. It helps shape the specific activities that your company will take to get closer to making your vision a reality. 

Without a GREAT strategic plan, you and your team won’t be in alignment and on your way to the BEST vision and year you’ve ever had.

 

Business can be better™ and it should be!

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Kelli-Rae Tamaki

Kelli-Rae is truly passionate about successful business, and believes it can always be better, which is why she has spent 22 years studying, running, coaching and consulting with businesses, just like yours.
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