Strategic Planning

If you do not know where you are going, every road will get you nowhere.

-Henry Kissinger

Where Focus Goes Energy Flows

A strategic plan is essential for guiding a business toward sustainable success. It provides a clear vision and sets long-term goals, helping to align the entire organization's efforts toward a common purpose. With a strategic plan, your team knows exactly what to focus on to drive growth. 

Clarify Your Vision

Define Priorities

Develop SMART Goals

Align Your Team

Chart Your Path to Success

A strategic plan doesn't require months or even weeks to create. However, it does go way beyond the typical planning of short-term objectives and tactics. Our process takes business owners and their leadership teams through a proven three-day agenda, during which we develop a two-page plan that provides clear guidance for the entire organization. 

We keep it simple and focus on impact. It starts by clarifying the business owner's vision and mission for the organization and defining goals and priorities the leadership team can execute. 

Think Strategically

Execute Your Vision

Strategic thinking involves taking a long-term perspective, typically spanning a minimum of 3 years and sometimes extending as far as 10-25 years into the future. These questions play a crucial role in the strategic planning process, regardless of the type or size of the business.

Once you have a clear vision, mission, and values, you can define priorities and an execution plan. 

We work with you to define both near-term (12-month) and long-term goals and the priority initiatives to bring them to life. We leverage the Rockefeller Habits method and FocalPoint Coaching techniques to create a plan that meets your business's unique needs. We break the priority initiatives into quarterly sprints and help you create a staffing plan for execution. 

From there, you and your leaders can create goals and set performance expectations for your team. You can communicate your plan to the organization and investors and shorten the time it takes to make critical decisions on spending, staffing, and new product development. 

Why is strategic business planning important?

Strategic planning is a deliberate approach to making decisions and taking actions that will assist you in establishing and achieving your long-term business goals.

By having a strategic plan in place, businesses can stay focused and have the flexibility to make adjustments as necessary to adapt to the constantly evolving business landscape.

When executed effectively, strategic planning plays a crucial role in determining which goals the business should pursue, why they are important, and how to achieve them. This process involves evaluating current resources, capabilities, strengths, weaknesses, opportunities, and threats, in order to facilitate long-term business growth and scalability.

How does strategic planning with a business coach work?

We guide you through a process of analysis, reflection, and action planning so you can create a strategic plan you are excited about executing. 

We address four areas, including;

Your passion got you into the business. To achieve the growth you seek and motivate customers and employees, you must stay aligned with that passion and carry it into your strategy. 

Your people are an extension of you and your brand. We define your ideal team and customer experience so you can transition responsibilities to others in your organization. 

You can do anything, but you can't do everything. As part of the strategic planning process, we evaluate which products and services drive the most value for your organization and what the market may demand. 

The best plan will fail if it is not communicated properly and often. We work with you to develop a communication and execution plan to motivate your team and keep them on track. 

What People Say About Us

Business Owner in Valparaiso, Indiana

"Working with Penny and her team has been instrumental in assisting our organization to streamline our processes and communications."

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