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Quarterly Strategic Planning Session

“Planning is bringing the future into the present, so you can do something about it now.” – Alan Lakein

Who This Is For:

  • You sorta, kinda have a rough plan but you don’t take it seriously and you’d really like to learn a repeatable, practical approach to strategic planning that you CAN and WILL re-use whenever you need.
  • You have a tendency to go ‘off piste’ frequently and need help sticking to a planning process you can actually connect with, that doesn’t feel restrictive and still gives you room to experiment (as is your wont!).
  • You typically focus on short term, quick-fix tactics but know it’s time to focus on longer term, foundational strategies if you want to get truly serious about your business profits and overall success.

Why This Matters

Many business owners get caught up in the day-to-day running of their business and rarely raise their heads above the parapet to look at where they’re actually headed.

They tend to create an overly reactive environment for themselves and their business, with a feeling that they’re only just hanging on, not quite in control and at the mercy of what life might throw at them.

Look at any highly profitable business and while there’s probably been a hefty dose of good fortune involved, there’s also been a high level of strategic planning thrown in for good measure too.

“Plans are nothing. Planning is everything.” – Dwight D. Eisenhower

It’s a truly valuable process to create and review a higher level strategic plan – for your business AND life – that you revisit periodically to get you back on track or set a new direction.

But what’s MOST important to recognise is that the plan itself isn’t actually the point…it’s the act of planning which is the truly valuable part of this. Strategic planning is a PROCESS; it doesn’t start and finish, it starts and carries on.

It’s not something you do once and then never again, it’s something you do over and over until you reach the goal(s) you set for yourself. And as we know, the game changes, the goals change and so do you…and therefore so should your plan!

“As for the future, your task is not to foresee it, but to enable it.” Antoine de Saint Exupery

What You Get

The Strategic Planning Session is a 7-day guided experience to walk you through the process of creating (or re-creating) a 1-page Values-Based Business Plan. You’ll learn this powerful, repeatable process of strategic planning which will help you focus on what matters most, and start bringing it to life.

When you join a Strategic Planning Session, you’ll receive:

  • The Values-Based Business Plan eKit, which includes the templates and examples you need to create your own 1-page plan.
  • A template for a Quarterly Action plan which turns your strategic plan into actionable tasks for you to implement and execute upon your plan.
  • A 7-day process, with daily guidance from me to walk you through how to create your own Values-Based Business Plan.
  • Personal, private feedback from me on your Values-Based Business Plan and Quarterly Action Plan at the end of the week. (Not included in the Spring 2017 Session).

“Strategy is a style of thinking, a conscious and deliberate process, an intensive implementation system, the science of insuring future success.” – Pete Johnson

How This Works

Step 1: When you join the Strategic Planning Session, you’ll receive a digital copy of the Values-Based Business Plan eKit and the Quarterly Action Plan template before your Strategic Planning Session begins.

Step 2: Each day – for 7 days – I will walk you through a section of the plan – by live stream (with a recorded copy) – and help you craft and create your own version.

Step 3: Throughout the week, receive feedback on each section – from both me and fellow planners – in the private Facebook group which is set up specifically for the duration of this session.

Step 4: At the end of the week, send me your Values-Based Plan AND your Quarterly Action Plan and I’ll send you an email with detailed feedback and suggestions to help you improve it. NOTE: This is not available for the Spring 2017 Strategic Planning Session.

“If you don’t have the time to do it right, what makes you think you’ll have the time to do it over?” – Seth Godin

Where & When This Happens

The Strategic Planning Session happens online – via email and a private Facebook group.

The daily instructional video sessions will be held via Facebook Live and the recording will be available in the private Facebook group for the duration of the 7 days, and for up to 7 days after this planning session has finished.

This quarter’s Strategic Planning Session begins on Monday, March 27th and runs until Sunday, April 2nd (inclusive).

Dates for future planning sessions:

  • Winter 2016: Planning for Q1 2017 – December 27th through to January 3rd 2017 (inclusive).
  • Spring 2017: Planning for Q2 2017 – April 3rd through to April 9th (inclusive).
  • Summer 2017: Planning for Q3 2017 – June 26th through to July 2nd (inclusive).
  • Autumn 2017: Planning for Q4 2017 – September 25th through to October 1st (inclusive).

“Hope is not a strategy.”

Questions Answered

Do I have to join the Facebook group to participate?

No, you don’t. If you’d prefer not to be part of the Facebook group, you’ll receive links to view the daily videos directly (outside of the Facebook group).

I would strongly encourage you to join the group however, because you’ll have the opportunity to benefit from the experience of others creating their own plans and sharing their learnings, insights, struggles and more with each other, as they do this.

Will I still benefit from taking part if I already have a Values-Based Business Plan?

These particular sessions are designed for business owners who have yet to create a Values-Based Business Plan. If you need help reviewing yours on a quarterly basis, and figuring out a plan of action for the coming quarter, try this instead →

Your Investment

Take part in the April 2017 Strategic Planning Session for a heavily-reduced* investment of £47 (usually £147):

* This quarter’s session does NOT include the private, one-to-one feedback from me about your plan.

Dates for future planning sessions:

  • Winter 2016: Planning for Q1 2017 – December 27th through to January 3rd 2017 (inclusive).
  • Spring 2017: Planning for Q2 2017 – April 3rd through to April 9th (inclusive).
  • Summer 2017: Planning for Q3 2017 – June 26th through to July 2nd (inclusive).
  • Autumn 2017: Planning for Q4 2017 – September 25th through to October 1st (inclusive).

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