A simple guide for developing a strategic plan for small to mid-sized companies.

1. The One Page
Strategic Plan

2. 7 reasons strategic planning initiatives fail
The
Wrong People or the right people in the Wrong Role
ThePlanis too
The
Vague or Unrealistic
Storyis weak and not delivered properly
The wrong things are
The plan is not
Measuredor not at all
Integratedinstead it’s delivered in disjointed pieces
The plan is not given enough
A team with
Timeto work
Outdated Skill Sets is charged with implementing the strategy

3. Let me tell ya’ll what we’re
gonna talk about today
The One Page Strategic Plan
Section 1: Analysis
Section 2: Planning
Section 3: Execution

4. Analysis

5. The 6 Elements of Analysis
Capabilities
Vision
Market
Numbers
People
Processes

6. Capabilities

7. Capabilities
What can you do internally?
Sales
Marketing
Operations
Administration
Finance/Bookkeeping
HR
IT
What do you need to outsource?

8. Vision

9. Vision
What are you great at?
What are you known for?
What do you want to be known for? Do they match?
What is your BHAG?

10. Market

11. Market
Who are your best customers?
What is your current share of wallet?
Describe your customer database (A/B/C)
Who are you competing against? What are their
strengths and weaknesses?
What challenges are your customers facing that you can
help with?

12. Processes

13. Processes
What is your system to generate leads?
What is your sales process?
What is your customer experience process?
What training programs do you have in place?
What process do you following for innovation?

14. Numbers

15. Numbers
What is your cost to acquire a customer?
What is your closing ratio?
What is your break even?
What is your target profit margin?

16. People

17. People
Do you have the right people?
Are they in the right roles?
What is your plan to develop your people?
What is your plan to find the right people?
What is your process to actively engage your team?

18. Planning

19. The 5 Keys to Planning
1. Written Goals
2. People Development
3. Sales & Marketing
4. Measurement
5. Innovation

20. Written Goals

21. Written Goals
What are your sales targets (by month and quarter)?
What profit are you projecting?
What do you want to accomplish in the first 90 days?
What do you want to accomplish with your people?
What personal development do you want to achieve?
What are the 5 key initiatives you are committed to?
What do you want to achieve? Who are the champions
of each?

22. People Development

23. People Development
Who are your key people?
How are you keeping them engaged?
Do you have all of your people on 90-day development
plans?
How are you challenging your people to be better?
What are you doing with your disengaged staff?

24. Sales & Marketing

25. Sales & Marketing
What are you doing to better understand your
customers?
What is your clear and compelling message?
What are the best methods to deliver your message?
How will you generate leads and new customers?
What is your budget?
What is your online presence strategy?

26. Measurement

27. Measurement
How will you track where leads originate?
How will you track the progress of leads?
How will you measure your advertising?
How will you measure online activity?
How will you measure your customer service?

28. Innovation

29. Innovation
How are you encouraging your staff to be innovative?
What sections of your business need innovation?
How can you get your customers to help with
innovation?

30. Execution

31. The execution of an idea
is always more important than the brilliance of the thought

32. 4 Ways to Execute Your Plan
1. 90-Day Plans
2. Communications Plan
3. Accountability Partners
4. Weekly Meetings

33. 90-Day Plans
Clear Expectations of Your Role.
• Do you know what is expected of you?
• Do people know what you expect of them?
• Is there a match or alignment?
Developing Your Business Skills
Areas in the business you would like be better at or know more about.
Developing Your Personal Skills.
Attitudes, influence, leadership abilities. Where do you choose to
improve?
Strong Requests
What resources, tools or help do you need?
Customer Service
How will you specifically help lead customer service excellence.
Account Activation
What existing account do you want to grow?
What past accounts to you want to reignite?
What new accounts do you want to target?

34. Communications Plan

35. Accountability Partners

36. Weekly Meetings
1. Always have an agenda
2. Everyone in the meeting must report back on their
90-day plan and specifically what action they have
taken, what’s happened and what the next steps are
3. Never let it get personal
4. Everyone at the meeting must make a commitment
to achieve something
5. Set a date for the next meeting

38. Larry Anderson
Partner, Trigger Strategies
Twitter:
Email:
Web:
@triggerstrat
larry@triggerstrategies.ca
triggerstrategies.ca