I’m a strong advocate of building a one page plan, either for business or personal use.  It’s just a document that outlines what you value and how you’re planning to get to your hoped-for future.  Here are some sample categories.  Choose those that are relevant for you, fill in the blanks, and use it at management team meetings to align your team.  There are lots of duplicate ideas, don’t use them all.

Purpose
Why do you exist?
Why, How, What?
Why you exist along with how you do your thing and what you do exactly.  Also called mission and vision
Core Values
How should people around here behave?
Pillars
What do we believe deeply?
Brand promise
What can our customers count on us to deliver to them every time (no more than 3)
Unique Selling Position
Same idea as above
Our perfect customer
By demographic and psychographic
BHAG            
Our ‘big hairy audacious goal’ 10+ years out
SWOTT
Strengths, weaknesses, opportunities, threats and trends
Top strategies
For the year, for 3-5 years
SMaC list
Our ‘specific, methodical and consistent’ recipe for success – rules we will not violate as an organization
Key habits
That the organization will practice
Top corporate goals
For the year, for 3-5 years
20 mile march           
Our consistent growth goal.  Not a dream, but the law
Key measurements
By year, by quarter.  No more than 6 measures that indicate the health of the organization
Challenge game
Some organizations play quarterly games to align the team
Parking lot issues
Things to remain on the radar that we can’t deal with right now
Sandbox
What is the scope of our operations (geographically or by product offering, or…?)
Personal Accountabilities
What is each person on the team accountable to do by (insert your time frame here)

Every organization must know where it plans to go, how it plans to get there, and what each person’s role is in making that happen.  Does yours?

Have a great week!
Trevor

“Our business has seen a great deal of change and with Trevor’s help, each change has been an upgrade. Trevor gets it. He understands business, he understands what I face as an owner, and he adds wisdom and accountability to actually get things done on the ground. He’s also been a huge help to me personally and has become a good friend. I would highly recommend him to you to help you in your business.”


John DeJong

John DeJong, Artex Barn Solutions