Susan Low's presentation from yoUnlimited 2011.

1. Be YoUnlimited! Strategic Planning and Goal-Setting Susan Low, April 10 2011 @Susan_Low @DirectisConsult #yoUnlimited

3. Making the most of your resources in your unique context@Susan_Low @DirectisConsult #yoUnlimited

5. Aware / responsive to environment

6. Mindset@Susan_Low @DirectisConsult #yoUnlimited

7. Strategic Plan Process @Susan_Low @DirectisConsult #yoUnlimited

8. Environmental Scan What’s happening that affects my business? Competition Regulatory / legal / political Economy Social / demographic Technology @Susan_Low @DirectisConsult #yoUnlimited

9. Environmental Scan What are the strengths & weaknesses of my business? Financial resources & management Operational processes / efficiency Marketing & sales Human resources, talents & skills Technology @Susan_Low @DirectisConsult #yoUnlimited

10. Mission, Vision & Values What do we do? For whom? What do we want our future to look like? Why/how do we pursue this? What’s important? @Susan_Low @DirectisConsult #yoUnlimited

11. Value Proposition / Competitive Strategy What do we offer that customers will pay for? How do you KNOW? How do we set ourselves apart from competitors? @Susan_Low @DirectisConsult #yoUnlimited

12. Metrics, Targets and Priorities What do you measure? Revenue (monthly? Per hour worked?) Customers served, retained Metrics need to be relevant to your mission & vision Choose targets that push you to grow, evolve @Susan_Low @DirectisConsult #yoUnlimited

13. Setting Priorities @Susan_Low @DirectisConsult #yoUnlimited

14. Action Plan - Samples Goal: Achieve $10,000 in monthly revenue Priority: Improve sales skills Action: Enroll in sales workshop, June 2011 Action: Build Excel spreadsheet for tracking leads Goal: Work a 30-hour week Priority: Improve time management Action: Get online calendar & task mgr set up Action: Read “Getting Things Done” @Susan_Low @DirectisConsult #yoUnlimited

15. Action & Feedback Create a budget and compare real life / planned Include regular monthly expenses and special costs Use Quickbooks “Budget” reports Quarterly review & update of your plans Repeat environmental scan annually, then adjust goals & action plans @Susan_Low @DirectisConsult #yoUnlimited

16. Celebrate your Wins! Short-term rewards for achieving targets Tell a friend, tell your mom, tell the world! @Susan_Low @DirectisConsult #yoUnlimited

17. Thanks for listening! Visit www.directis.ca Follow @Susan_Low and @DirectisConsult on Twitter “Like” Directis Consulting on Facebook! Call me, 250-479-8303 Email me, sue@directis.ca @Susan_Low @DirectisConsult #yoUnlimited