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.

We’re not talking about the kind of plan here that many business owners wrote for their bank manager when they first started, which if it still exists, is probably gathering dust in a drawer somewhere and hasn’t been seen for months or even years. We’re talking about a VISIBLE plan, up on the wall, shared with all your team so everyone can see the key goals of the business.

Why should I set goals

  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 be?

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.

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 must go through a planning process with us.

Medium to Long Term Vision and Goals

Alignment Workshops

“A clear business strategy and plan will create amazing clarity for every business”

Every business needs a clear plan that sets out the long-term goals. In this workshop we guide small businesses (1-5 staff) in determining their goals. We start by looking at why most businesses just live in the ‘now’ and never really progress, then get you moving forward. You’ll leave with a set of clear goals for the next 12 months and the confidence to make it happen!

Do you own and run a business?

What is it you actually want in your personal life?

More time, money, fun?

You may be wondering what that has to do with your business plan? Well your business exists to provide money to do the things you want and the time to do them.

The purpose of this Alignment Planning Day is to ensure that the business goals are aligned with your personal goals, and to gain some clarity on the key goals. You’ll have a step-by-step plan of actions you can follow to achieve your goals.

The topics covered during the full-day workshop will include looking at:

  • 3-5 Year Vision
  • 12-18 month personal goal review
  • 12-18 month business goal review
  • Business opportunities and challenges
  • Personal Development
  • 12-18 month plan of goals
  • Action Plan

A major focus of the alignment day is gathering together all the potential goals into a plan with time scales. At the end of the day you’ll walk away with a clear schedule for the next 12-18 months, broken down into quarters and months so that you know exactly what needs to be done and the confidence that you can achieve it.


Short Term Focused Business Plans

90 Day Planning with GrowthCLUB