Habit 2 – Begin with the end in mind.

The 7 Habits of Highly Effective People – Stephen R. Covey

It’s often said that failing to plan is planning to fail. The reason that saying has lasted the test of time is because it is absolutely true. The facts are clear. Those business owners with a clear, written and visible plan with key goals and tasks are more likely to achieve their goals than those who only have a plan in their head or not at all.

Business Planning is a non-negotiable for all ActionCOACH clients. We believe planning is a critical element to the success of every business so all of our clients participate in planning sessions where you can build focus and clarity for the future of your business and life. We also provide planning workshops and tools for anyone who wants to develop their planning process.

Frequently Asked Questions about Business Planning

Why should I set goals?

We all use Google Maps. It works so well because we put in a destination and then Google Maps works out a plan on how to get you there. It wouldn’t work if you didn’t have a clear destination.

  1. Direction – If you don’t know where you want to go, how are you ever going to get there.
  2. Movement and momentum – When you have set a goal you are more likely to take the first steps towards achieving that goal, and once you have started on the path you can pick up momentum.
  3. Shapes You – As you develop an set new goals, inevitably you will need to develop new skills to ensure you can implement the tasks required.

How long should my plan cover?

It’s impossible to write a detailed plan with key goals and tasks for a long period of time. Business and personal circumstances can change over time which make it impossible to plan in detail over long periods.

However as the great Stephen Covey said, you should ‘start with the end in mind’. What will your business look like when it is finished? By finished, we mean when it is a commercial profitable business that can work and function without you, as the owner, being there.

What are your 3-5 year goals? What will your numbers, your team, your structure, your client base and your life look like in 3-5 years time. Once you have your longer term goals you can work on the key goals, opportunities and challenges for the next 12-18 months.

Then you can look at the short term. Build a detailed plan for the next quarter. What are the key goals and tasks you need to complete in your business to move you towards your 12-18 month goals which will ultimately help you achieve your longer term goals.

Then, ultimately, you’ll need to plan out each month, week and day.

What should I include in my plan?

That all depends on what type of plan you want to build for you and your business and the length of time your plan is covering.

If you are developing a plan to assess the viability of your business model then you definitely need to include detailed financials (our ActionPLAN Planning Club would be ideal for this) and if presenting to potential investors or for finance then they may want to see your vision, mission, culture, people and operational plans too.

If you already have this in place and you are looking for a more focused look at your key goals and objectives then either a 3-5 year or 12-18 month plan  or for even more short term focus, a plan for the next 90 days with key must-achieve goals and a detailed plan  to achieve those goals.

How do I get started?

Check out the three options below and if you would like further information and a no obligation discussion with our coach, then just click the links. There are lots of options out there for business planning but I’m guessing as you are reading this, you already know that.

ActionPLAN Planning Club
Business and Financial Planning

Does your business need a full financial and business plan? Maybe you are looking for finance or investment, or you actually want to look at your numbers in detail yourself, but you’ve never formulated a detailed business plan at this level before. Maybe you are just starting out or are buying an SME business and you need to look at just whether or how you can be profitable.

ActionPLAN can help. With a full day workshop to get you started followed by a four week online programme, with access to our ActionPLAN business planning software and a world class business growth specialist, you will be ahead of the game when it comes to speaking with your investors or lenders and when it comes to knowing your numbers.

Turn your business ideas and work into a structured plan with your key goals, financial plan with projected P & L, cashflow and balance sheets and take control of your future.

Enquire now for further details and a discussion about the best programme for you and your business by clicking the link below:


Action Alignment Workshop
Group and 121 Long Term Planning

With our group and 121 alignment workshops, you will get your business goals aligned with your personal goals to ensure the business gives you more life, rather than you giving your life to the business.

The alignment workshops has three clear aims:

  1. To allow you to develop focus and clarity around you personal and business goals
  2. To become clear on your 3-5 year goals and milestones
  3. To build a 12-18 month plan with specific personal and business goals and be clear on your opportunities and challenges.

Do you want more focus and clarity around your long term dreams and goals? Want to build a 12-18 month plan to help you work on what is really important?

Click the link below to enquire about our alignment workshops for groups and individual companies.


90 Day Planning Workshop

Imagine having absolute focus and clarity on how you are going to spend time growing your business over the next quarter.

Join other ActionCOACH clients and guests for our 90 day planning session. By the end of your first GrowthCLUB, you will have a clear picture of where your business will be in 90 days time. As well as a step-by-step plan to get you there. During this high energy business growth strategy day, you will:

  • Create a 90 day business plan
  • Take control and get organised
  • Learn proven profit strategies

Be ready to sprint out of the starting blocks and take control of your business and your life by joining us for our next GrowthCLUB.

Join our other clients and guests at our next GrowthCLUB 90 day planning session. You can come for free as our guest if it is your first visit. Click the link below: