Envisionable's success consultants are experts at helping you develop your strategic plan. Below is a sample of topics we cover.
Phase I - Clarifying Your Company's Vision
Determining where are you leading the business
Your team wants to know where the company is heading and what it stands for. As the owner, you need to LEAD them there. They want to travel the path with you.

In order to create true alignment, your vision must be clearly defined and communicated to your staff. Doing so will increase your chances of achieving your vision.

Our team can walk you through the process of driving clarty around your vision.
Your company's vision is broken down into the following components:
  1. Core Values — Core values are the essential and enduring tenets of an organization. A small set of timeless guiding principles, core values require no external justification; they have intrinsic value and importance to those inside the organization.
  2. Core Purpose The organization's reason for being.
  3. 10-30 year BHAG (Big Hairy Audacious Goal) A true BHAG is clear and compelling, serves as a unifying focal point of effort, and acts as a catalyst for team spirit. It has a clear finish line, so the organization can know when it has achieved the goal.
Some statements to complete to flesh out your BHAG include:

  • Our customers will say _______________ about our company
  • Our employees will act like this _______and will say__________about our company
  • We will do $______ in revenue and be _____% profitable
  • We will own _____% of the _______market
  • Our primary product will be__________
  • Our products and services will do _______for the market and will have _______impact on the world
  • We will be a leader at _________
We will walk you through the process of defining your vision so you can share with others.
Phase II - Performing a SWOT Analysis
Determining Your current position
The SWOT analysis is meant to help you understand the current landscape of your business. What are the (s)trengths, (w)eakness, (o)pportunities and (t)hreats. With a SWOT you want to:

  • Eliminate internal weaknesses
  • Capitalize on internal strengths
  • Identify external threats
  • Invest in external opportunities
Weaknesses and Strengths are internal. Threats and Opportunities are external.

Spend some time with your team discussing each of these areas. When you do, priorities will begin to become clear for the business which can then be translated into goals for the business.

For example, if the fact that your employees are poorly trained emerges as a major weakness and it is affecting your ability to execute and keep customers happy, you may want to make improvement of that weakness a top priority for next year. The priority or goal would have implications on your budget (you'll need to set aside money to pay for training etc.).

Phase III - Defining Your Top 3-5 Company Goals
Determining your focus for the next 12 months
Once your SWOT is complete, as the question "What did the SWOT analysis reveal about potential areas of focus for next year?"

We'll challenge your team to write down those priorities (we call them goals). You may come up with 10 goals.

We'll then ask your team to rank them in order of importance. We encourage business to focus on no more than 6 goals each year (3 goals are even better).

Which goal is THE most important? We'll challenge your team to prioritize. This creates really clarity around what the business will be focused on over the next 12 months. This is critical because you only have so many resources and lack of focus causes a lack of results.
Determine Accoutability & KPIs
Determine Who's Responsible

Once your goals are developed, make sure there is ONE person who is ultimately responsible for each goal. It can't be two people or three people. It has to be one person. This can be tough in smaller organizations where people wear multiple hats, but it's critical for goal achievement. Someone has to own it. Someone has to raise their hand and say "I'll take the lead".

Determine your KPIs

You must determine a way to measure each goal so everyone on the team knows when the goal is achieved. This is really a lagging KPI or result KPI. You will also what to determine some leading KPIs which are predictors of goal success, but for now, determine how you are going to measure goal achievement.

If you're not sure what KPIs are or how they are used, here's a great post to help you.

Phase IV - Keeping You on Track
Develop a process to check-in monthly
Once you've clarified your vision (where you are going long-term, how you will behave, why you're going there), where you are currently (your SWOT) and your short-term goals (where you are going over the next 12 months), you need a way to stay on track. We've created an easy to use online platform to do just that.

You need one place where everyone on your team can go to see the progress of your goals and which ones are in the "red" (meaning they are off track). This engages your team. It's your scorecard. All teams need to know the score so they can make adjustments.